A sudden loss of a spouse, a partner, or loved one is a traumatic event. We know that first hand. While nothing we can say or do can heal your loss, we are here to help guide you through this troubling time.
Sometimes after a tragic event, all of the financial things you thought were in order are not. A beneficiary hasn’t been designated for your loved one’s 401k. You’re having trouble accessing cash flow. Weeding through the complexities of estate planning or the receiving of social security and life insurance benefits. Dealing with the frustrations with IRA distributions or pension payments.
Summit Financial Partners can help you answer all the questions or roadblocks you may face. And we do so with the compassion, understanding and dignity you deserve.