Compassionate Financial Support for Life After Loss
Losing a loved one is hard—managing the estate shouldn’t add to the burden. You focus on healing; we’ll help with the finances, offering guidance and clarity every step of the way.
Breathe & Process
Put Your Team in Place
Heal & Look Forward
To assist our clients and their families during this difficult time, we help them understand what financial and legal tasks they must immediately address and those they are able to put off for a few days, weeks or months, so that they have the peace and space to process their loss. To provide the peace and space to process their loss, we help our clients and their families during this difficult time by understanding:
- Financial and legal tasks they must immediately address
- Tasks they are able to put off for a few days
- Items that can be addressed in coming weeks
- Big decisions to hold off on for a few months
A Holistic Approach to Taking Care of You
Children & Family Dynamics
Losing a loved one can be devastating in more ways than one. We understand the delicate nature of this transition process for all involved and are here to help make the transition as easy as possible through our holistic approach to financial planning.
Business Entities & Real Estate
We are here to help you gain perspective and view your full financial picture. Insurance, tax implications, and many other factors are involved in the estate when losing a loved one. We can help you navigate these complexities for your long-term financial well-being.
Your New Normal
A new path lies ahead of you, and we are here to be your support system as your personal and financial journey evolves. We believe in true life fulfillment and can build a financial plan that gives true meaning and honors the life of your loved ones.
Helping Our Clients Navigate Life After Loss
Our clients’ feedback reflects the comfort, clarity, and confidence that our Beacon Pointe team strives to provide every individual and family that we serve.
My Beacon Pointe advisory team has been there for me through many life transitions and even tragedies. I don’t know what I would have done without them. They don’t just treat me as a client but as a friend.
After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe. Three years later, I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors. They’ve been there for everything—from answering my questions to proactively adding funds to my account for property taxes. It doesn’t get better than this!
My family and I have been using Beacon Pointe Advisors for over 20 years. At a young age, I would tag along with my grandmother to her meetings. I distinctly remember their kindness and personalized attention they provided her. They truly listen and take the time to help you reach your goals. Investments and planning could be intimidating and overwhelming. When my grandmother passed, Beacon Pointe went above and beyond to assist me in getting my grandmother’s financials organized. I cannot thank them enough for guiding me during such a difficult time. I highly recommend Beacon Pointe Advisors; with their expertise they have helped my family invest, plan our retirement strategy, manage assets, and build financial growth.
I have been with my Beacon Pointe advisory team for over seventeen years. They were with me when my husband passed away, and they helped keep me financially stable while I raised two young children. My twin boys are now seniors in college. Recently, my advisor generously spent time speaking with my son about career paths. For me, the biggest strength that this entire group has is their personalized approach to each client. I have full confidence that the decisions they make about my investments are sound. I do not worry as the market fluctuates, and it feels as if they anticipate my financial needs before I do myself. I call my advisory team when I have random questions about my accounts or need help in financing the purchase of my dream home. They are quick to come up with solid solutions. I always feel like they are on my side, striving to help me and my boys live their best lives.
We’re Here to Help
If you have ever thought, I should really know more about my finances, or, There is just too much to know and I don’t know where to start, our book and these resources can help you get your financial foundation in place.
WAI News & Events
Beacon Pointe is deeply honored to have received recognition from Forbes for over a decade…
We are truly honored to receive consistent recognition from InvestmentNews over the past five years as one of the nation’s premier…
At our company, National Sports Day and National Girls & Women in Sports Day are fun blasts from the past, considering our team is stacked with lots of former…
Managing Director, Jill Steinberg, CDFA®, MBA, shares three tips on what to do when a loved one passes away.
Senior Wealth Advisor, Karen Reifel, CFP®, helps you pre-experience what it would be like to work with Beacon Pointe in a time of need when a loved one passes.
