Committed to those who’ve lost a spouse
Voyage Financial Partners may be able to help you prepare for what lies ahead
Over the years, we have found widows are not the only ones that want someone to listen to them, to help plan their financial future, and help manage their money. Although we work mainly with widows, we do—on occasion—welcome other clients if we believe we can bring value to their lives.
If, after talking with us, it becomes clear that Voyage Financial Partners is not a good fit for you, we will gladly recommend alternative financial professionals to you.
Life has many stages
If you handle the finances, you can give your spouse greater confidence by taking just a few steps. These will go a long way to reducing the overwhelming impact of financial unknowns when a spouse dies:
- Confirm the beneficiaries on all insurance policies are updated.
- Have an annual discussion with your financial advisor.
- Make a binder for all important financial information including titles, deeds, insurance policies, list of accounts, automatic withdrawals, bill due dates, etc. Keep it in a safe place and be sure your spouse knows where it is and can access it.
- Keep all passwords in one place. If on paper, keep in the financial binder (above). If you prefer to keep them digitally, there are many apps available for computers and smart phones (NordPass, 1Password, Keeper, LastPass, Dashlane, and RememBear, to name a few).
- Once a year, sit down with your spouse and your favorite beverage, and go over any updates or changes in your finances.
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Wherever you are in life, Voyage Financial Partners would be happy to talk with you to understand your specific needs and determine if we are a good fit for you
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Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. Voyage Financial Partners and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. Voyage Financial Partners is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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