Survivor Financial Counseling Services
 
  Survivor Financial Counseling Services > Ways We Can Help
 
  Service. It's as unique as your needs are.

 

The financial needs for you and your loved ones are unique. That's why the survivor financial counseling service offers assistance on a wide range of topics, including:

  • estate settlement
  • insurance needs/COBRA
  • income tax planning
  • cash flow concerns
  • investments/asset allocation
  • worker's compensation survivor benefit
  • Social Security
  • estate planning
  • assembling advisors
  • state/federal assistance
  • basic day-to-day needs (budgets, property titles)
  • family goals (college funding, home ownership)