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We prepare a new free guide each month to help you focus on unique opportunities that we feel exist in the investment community and could be beneficial to both your short and long-term goals. With over 100 years of combined experience in the financial industry, our team prepares investment portfolios designed with the goal of preserving and growing wealth while meeting our clients’ income needs.
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About This Month’s Guide:
How to Prepare Financially for the Death of a Spouse
Dealing with the loss of a loved one is hard enough, but when it’s your spouse and you’re not prepared for it, the overall damage can be severe. The Armstrong Advisory Group has written a brand new guide to help you with your investment strategy and overall financial well being in the case of a spouse’s death. There are several strategies that we suggest you consider including creating a spreadsheet of all of your assets, pulling all wills and estates, and compiling numerous documents such as any life insurance policies, mortgages and tax returns, all of which will contain crucial information that can help you through this difficult time. Fill out the form on this page to download this free guide today. You can also call our office and ask for the guide, toll free, at 800-393-4001.