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Individual Consulting  / / / / /

Premature Death

We assist our clients with the difficult conversation of the financial consequences of a premature death caused by unforeseen health conditions or that proverbial drunk driver

Having almost five decades of experience, we can guide you thru identifying goals, and then quantifying them such as:

  • Providing family income
  • Paying off any outstanding mortgage
  • Funding education costs
  • Providing baseline financial security for next generation
  • Providing liquidity for estate taxes