Loss of Your Spouse

Reclaim Your Financial Security

According to the Census Bureau, women in their 50s and older are four times more likely to be widowed than men in the same age group.

Lifecycle transitions often prompt the need for new answers regarding the management of your money. Entrust helps make widowhood less difficult.

Do you need an answer to one of these questions?

• How can I put together a budget that will work for me today, and in the future?
• How should I invest my life insurance settlement?
• How should I invest the employer-sponsored retirement plans my husband left me?
• I think I may need more income. What is the best way to provide it?
• What should I do about social security?
• What should I do about health insurance?
• Should I make changes to the investments in my husband's retirement plans?
• Am I prepared for my own retirement?
• I don't want to be a burden to my children. What can I do to prepare for my own long term care needs?
• How can I lower my income tax bill?
• Do my legal documents need to be changed?
• I want to help my children. How can I establish a legacy for them?

Entrust is positioned to help you discover the answers you need, and implement strategies that work. We choose to be a boutique-sized financial firm so nothing sidetracks us from providing Total Service.