experience divorce or loss of a loved one?
It may be time for expert guidance
you don’t have to go it alone
Changes in life may impact your financial health–and everything that goes with it, including tax and estate planning–now and in the future. It’s the perfect time to get clarity on your goals moving forward.
If you are experiencing a divorce or a loss of a loved one, your Team Hewins advisory team is there for you with expert financial advice so you can consider effective strategies tailored to your needs–now and in the long-term.
moving forward with Team Hewins on your side
When you’re ready, your Team Hewins advisory team will help you organize your financial information. Together we’ll:
Focus on important priorities and break everything down into do-able steps
Set new goals and create a financial plan to realize them
Guide you to make solid decisions: we’ll help you visualize the short- and long-term impact of financial decisions by providing you with various planning scenarios
Help build your professional team– CPA, estate attorney, insurance specialists
taking control of your future
We’re on your side. Our goal is to support you so you will be well-informed and empowered, and have peace of mind with your financial decisions.
We’ll guide you through considering:
Assets – how to manage your cash flow and plan for tax considerations
Big questions like Can I afford to stay in my home?
Medical insurance choices, including COBRA
Family responsibilities like education, medical, and any special needs your
children may have
Divorce-specific tax implications
If you’re going through a divorce or a loss of a loved one, download our guide: “Five Things Women Going Through a Financial Transition Should Know”.
contact Team Hewins today
Entering a new life may present challenges. With Team Hewins on your side, planning your financial future won’t be one of them.