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If you are recently widowed, you are likely dealing with a rollercoaster of emotions, such as grief, anger, loneliness, or confusion. While you need to take time to grieve, it’s also critical that you take steps to manage your financial life now for the benefit of your future. At Motz Wealth Management, we can provide guidance as you make important decisions about savings, investments, real estate and more, giving you the support you need to achieve security after your spouse’s death.

We will work with you to develop a plan that allows you to become self-sufficient and confident after the death of your spouse.

We can:

  • Provide education and support, particularly if you have not previously been the main financial decision maker
  • Review and help you claim life insurance benefits
  • Help you make decisions about selling or keeping a house or other real estate
  • Advise on changes in tax status
  • Make recommendations regarding investment or retirement accounts
  • Work with you to develop a plan to achieve your financial goals
  • Provide advice on long-term planning issues, such as retirement or funding a child's college education
  • Help you develop an estate plan

The professionals at Motz Wealth Management are here to provide compassionate, balanced advice that helps you take control of your financial life after the loss of a spouse.  Click here to watch a short video on our financial planning process then contact us today to schedule your complimentary consultation.

 Learn more about our Widows Services.

 

 

140 Clemens Rd., Suite 102, Harleysville, PA 19438

Phone:  215.513.6240      Fax:  215.513.1614

Email: admin@motzwealthmanagement.com

Website: www.motzwealthmanagement.com

Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer.

Member FINRA & SIPC to residents of FL, MA, MO, NC, NJ, NM, OK, PA, & TN.  Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Motz Wealth Management are not affiliated.