Life’s hardest transition to accept is also the one we often cannot control. After the loss of a family member, the emotional impact can be enormous. Adding to this sense of loss, the challenge of understanding and re-tasking a financial life, with insurance, investments, and taxation can be overwhelming. How do you make any decisions, much less the right decisions, during such a difficult time?
Brightworth understands that after a loss in your family, you need not only empathy and understanding that come with experience, but the benefit of that experience helping others through difficult times. You and your advisor can carefully evaluate your financial situation, and together create a plan that takes care of you, your family, and your goals. We’ll then monitor and adjust this plan as necessary, working with you to meet those goals.
- Investment management
- Cash flow and income tax planning
- Business transition planning
- Risk management
- Estate planning