Compassionate Guidance for Life’s Next Chapter

Financial Planning for Widows and Widowers

In Uncertain Times, You Deserve Clarity and Confidence

Our team offers financial planning for widows and widowers in the greater Tucson, Arizona area. In this challenging season, we’ll walk alongside you and help you make informed decisions about your financial future.

Social Security Changes

Widows and widowers may have access to Social Security survivor benefits. We’ll help you determine if you’re eligible, and what other changes may happen to your Social Security benefits.

Tax Considerations

Your tax situation may change if you’ve lost your spouse. We’ll work with your tax advisors to help you make sense of your new reality and offer clarity for your tax future.

Estate Plans

We’ll work with you and your legal advisors to take a fresh look at your estate plans and consider what will need changing, including beneficiaries and powers of attorney.

Budgeting and Cash Flow

We understand that finances might feel overwhelming after a loss, so we’ll take a look at your current budget and cash flow and make changes along the way.

Retirement Planning

Your retirement goals and dreams may change after a loss, and that’s all right—together, we can set new goals and help you find more financial freedom in retirement.

A Partner You Can Turn To—No Matter What

Trying to navigate finances and major life decisions is difficult after a loss, especially if your spouse managed most of your joint finances. Generous Wealth is here for you as you navigate the journey ahead.

Whether you need support with cashflow and budgeting, selecting beneficiaries, or simply a listening ear, our team is here for you, working with you to craft strategies that provide more peace of mind for you and your family.

Get Started with Generous Wealth

Let us help you find the peace of mind and support so many lack. Schedule a complimentary call to discover how we can come alongside you and your family.