Why I Work With Surviving Spouses
By Marjorie L. Rand, CPA, CFP®, RICP®
Creating a new future after loss is one of the most challenging parts of life, and the last thing you want to think about is what to do with your finances. For the past 30 years, I have been working with surviving spouses to handle the settlement of their spouse’s estate and help them move forward on their own. I feel honored to be a support system my clients rely on to navigate such a trying time.
Bridging the Knowledge Gap
For most widows, their husbands were the ones who handled the finances. They often come to me for help because they are unfamiliar with what they need to do or how they should invest their money. I help them through this learning curve, bridging the knowledge gap with educational tools and resources so they can move forward with financial confidence.
My strong estate and income tax background enables me to provide insight and make recommendations that can really help as they adjust to a new future. Helping to reduce the financial burden of unnecessary tax bills, provides at least a bit of relief during such a difficult time.
Honest, Unbiased Advice
There is a special place in my heart for surviving spouses who lack financial expertise and are in the midst of their grief. I feel they need extra protection. They need someone who cares about them, someone to give them honest, unbiased advice, and someone to look out for their best interests. These people are emotionally vulnerable and don’t have the time or capacity to deal with the intricacies of their finances, so they need someone they can trust.
At Rand Financial Planning, we do not take custody of our clients’ assets and we do not sell any products. Because of this, we are in the best position to provide unbiased advice and act in our clients’ best interests. This is exactly the type of trust and reassurance many surviving spouses need when working with a financial planner, and I am honored to be able to provide such help.
Move Forward With Confidence
Moving forward after loss is challenging enough; complicated finances and estate planning shouldn’t get in the way. If you are a surviving spouse looking for help navigating your financial future with confidence, schedule a 20-minute introductory call or reach out to me at 908-895-2406 or email@example.com to see if I’m the right fit to help you on your financial journey.