Losing a Loved One
When a loved one passes, it’s easy to feel overwhelmed with the need to make final arrangements, complete paperwork and settle the estate. While each situation varies, our wealth advisory team can guide you through the timing and key tasks that are typically undertaken by those responsible for settling an estate.
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:
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
In this time of grieving 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.
We’re Here to Help
The women of Beacon Pointe’s Women’s Advisory Institute authored a book and put together helpful guides meant to be a quick and easy resource for you.
WAI News & Events
Credit card bills, bank statements, warranties, mortgage documents, it all piles up. If you are like most people, you generally don’t get around to cleaning out your home office because there’s no deadline that forces you to get it done and you have some questions about what to keep, toss and shred. Why not get this nagging chore off your list by carving out 15 minutes a day for a week? We think you’ll feel really good about your tidy home office!
Beacon Pointe opened its doors in March 2002 with zero offices and zero assets under management. Fast forward twenty years to March 2022, Beacon Pointe now has 35 offices and more than $25 billion in assets under management with a nationwide team of more than 350 professional members and 10,000+ clients.
Did you know that studies have shown a diverse management team correlates with higher profitability? One study showed that executive teams that were highly gender-diverse were 21% more likely to outperform on profitability. In addition, companies that are in the top quartile for gender diversity on executive boards are 27% more likely to have superior value creation. Finally, gender diversity is also key to boosting workplace performance.
Your Dollars, Our Sense: A Fun & Simple Guide to Money Matters is a quick read that makes sense of a variety of topics including credit, saving priorities, investing, home ownership, insurance, marriage, children, retirement, estate planning and much more. As an International Best Seller having ranked #1 in six different business and finance categories, this book makes for a great shower, birthday and graduation gift, and a phenomenal read for any age.
Amazon Best Seller List Results:
#1 in Personal Finance
#1 in Business Life
#1 in Finance
#1 in Budgeting
#1 in Money Management
#1 in Mentoring & Coaching
To anyone who has thought, I should really know more about my finances, this book is for you. To anyone who has thought, There is just too much to know, this book is for you. Flip through or read cover to cover, it’s totally up to you!
Connect with one of our Financial Planners today.
We are here to be a trusted partner on this journey with you. Please contact us if we can be of service.
