Financial Advisory Corporation

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Financial Counsel for Widow(er)s

You don’t have to make important financial decisions alone.

INVESTMENT MANAGEMENT

PLANNING FOR RETIREMENT

FINANCIAL COUNSEL FOR WIDOW(ER)S

GENERATIONAL WEALTH TRANSFER

When forging a strong financial future for their loved ones, many widows feel overwhelmed by the many decisions they must make, and simply aren’t sure where to start.

Our caring team of financial guides will become your trusted advocate, helping you understand your current situation and get the important things done as you regain the sense of control and well-being you need to move your family forward.

At Financial Advisory Corporation, we’re more than advisors. We’re parents, children, and committed members of this community.

We know how painful it is to grieve the loss of a loved one, and how scary it can feel to have to deal with financial matters. For over 30 years, we’ve served as a true advocate for our widowed clients, helping them journey a confident path with an advisor they can trust.

You don’t have to make important financial decisions alone. If you want to have clarity in the financial aftermath of a loss, schedule a visit today. We’re ready to help you back to feeling secure again.

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Your life savings reflect years of smart decisions. Diligence, discipline, and hard work. Moving from the “earning years” to the “spend down” years is different.

 

Today, you’re faced with an entirely new set of choices:

• How much should you spend per year and still have “enough” for your life?
• How should you respond to “financial noise” in the news media?
• How can you help prepare your loved ones to manage their inheritance wisely?
• How will you avoid paying more taxes than you need to?
 

If you want clear guidance to make key financial choices with confidence, then schedule a call with our team today!

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