Services

How I Can Help

My services are designed to help bring clarity, organization, and direction during times of change.

TRANSITION SERVICES

Probate Guidance

Work alongside your probate attorney to help you carry out responsibilities efficiently and correctly.

Inventory & Appraisal

Compile inventory and value of the decedent's assets such as stocks, bonds, vehicles, real estate, and personal property.

Insurance & Pension Claims

Completing and processing insurance & pension company claim forms to obtain death benefits.

Government Benefits

Apply for survivor social security and medical benefits.

Tax Assistance

Collaborate with your CPA to gather essential tax documents and review the previous year's events ensuring seamless tax preparation.

Transfer of Assets

Transfer and retitle of real estate, vehicles, securities, and bank accounts.

Account Closures

Canceling accounts, subscriptions, memberships, and credit cards.

Identifying Next Steps

Pinpointing your next moves and executing a solid game plan to pursue success.

FINANCIAL SERVICES

Financial Planning

Structured process of setting goals, assessing resources, and creating a roadmap to help achieve financial stability and prosperity.

Investment Management

Oversight and strategic allocation of funds with the goal of maximizing returns while minimizing risk for clients' portfolios.

Insurance Solutions

Life, disability, and long-term care coverage, tailored to protect your financial well-being and provide peace of mind for the future.

Seminars

Educate and empower individuals of all ages with practical financial knowledge and strategies for financial success.

If you feel overwhelmed, don't hesitate to reach out to me today. I'm here to provide guidance and lead you in the right direction. You are not alone. We will do this together.

Book Appointment