Many people experience a life-changing event at some point in their lives, along with the financial challenges that accompany them. These financial matters can have a profound impact on their lives and finances. All too often, the newly divorced or bereaved don’t have the time or expertise to deal with the financial details that will help define their futures.
Planning Alternatives’ Financial Advisors are adept at helping the newly single or widowed navigate difficult life transitions with planning solutions grounded in a deep understanding of each client. We’re personally invested in helping each and every client with comprehensive financial planning that’s always in their best interest.
Planning Alternatives helps widowed, divorced, the newly single and others who have experienced dramatic change manage the myriad of issues that often accompany periods of loss and disruption. If you are experiencing a major life change and are wondering about the difference we can make in you and your family’s life, click the appropriate button below. We’ll be in touch to arrange for a personal consultation with Planning Alternatives CEO Nathan Mersereau.