Superior Planning Beyond Financial Security

 

The Death of a Spouse

A fact of life is that 80% of women outlive their husbands for an average of fourteen years.  Unfortunately, not everyone has a family office, so most are not prepared and there are far too few experienced advisors to help.

Estate settlement and learning to be on your own again doesn’t have to be a mess.  However, without proper planning, it can be just that.  Grief, misunderstanding, and sometimes the greed of others can make this challenging life event a nightmare.  Some estates have been financially obliterated in the ensuing battle, not to mention the extreme emotional trauma to the widow and the breakdown of the family itself.

Because we have helped a significant number of clients through this painful experience, we “wrote the book” on preparing for and adapting to what has been called - the most stressful of all life events – losing a spouse.  (See Books/Resources)

Superior Planning, Inc. is a pioneer in surviving spouse transitioning.  The Widow’s Bridge® Program offers a proven, two year process, to help a surviving spouse make this difficult transition from chaos and grief to financial order and confidence. 

Contact us now to see if we have the common ground to get you where you want to go.

"Hope is grief's best music"

Anon
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Superior Planning, Inc.
4275 Executive Square Ste. 900 ~ La Jolla ~ CA. ~ 92037
Ph: 858.546.1046
Email: planning@superplan.com

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