Widows & Heirs

 

Widows & Heirs

Your trusted Brightworth team will watch out for you and help you make wise and thoughtful decisions to bring confidence, security, and peace of mind to you and your loved ones. We can also help you obtain a clear view of your new financial situation and design a strategy to manage your assets.

We will guide you through the estate settlement process so you don't have to go through it alone, coordinating with the other members of your financial team to help secure income and preserve wealth for your lifetime.

Our Expert Advisors

Charlie Jordan, CPA, CFP®
Charlie Jordan, CPA, CFP®, CeFT®
Partner in Charge, Retiring Well | Lead Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.

Annika Cushnie, CFP®, CIMA®
Annika Cushnie, CFP®, CIMA®, CExP™
Partner | Wealth Advisor | Exit Planner

Annika's experience and passion for working with attorneys and business owners make her uniquely positioned to help her clients reach their financial and lifetime goals.

Tom Presley
Tom Presley, CPA, CFP®, PFS
Partner in Charge of Client Operations | Wealth Advisor

Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.