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I Need Help Managing My Investments

I Need Help Managing My Investments

Humanity Wealth Advisors focus on helping women who have either recently divorced or have lost a spouse.

We know this is a time of major adjustment for you so we work with you to create a seamless transition to your new life.

Here are some of the ways that we can help:

  • Create a financial plan after a big life change like divorce, or the death of a spouse so you know you’re still on track with your goals
  • Provide guidance and direction on how to navigate your finances if you haven’t done much of this before
  • Help you evaluate where you live (sell, rent, downsize, etc.)
  • Assist in creating and/or updating an Estate Plan
  • Develop a social security strategy
  • Help you consolidate financial accounts as needed
  • Ensure your current investments are sufficient to accommodate your retirement plans
  • Collaborate with other professionals you might be working with such as CPAs or attorneys so that you know all of their efforts are working harmoniously together