Loss of a Loved One
Whether the loss of a loved one was expected or sudden, it can be traumatic.
In addition to the already overwhelming emotional aspect of the loss, there are financial issues that need to be addressed as well. This difficulty in working through the financial impact of a loss is often compounded by how confusing financial institutions’ forms and processes are.
We can help you clarify how to tackle these issues, and can often do most of the work for you.
Divorce
Divorce brings its own feelings of being overwhelmed and stressed.
Beyond the fallout for your family, there are financial issues to be dealt with. Often, one spouse takes care of most financial issues, and when those responsibilities fall on the spouse who was not previously very involved in the financial aspects of the relationship, it can be overwhelming.
We can help you work through these issues, get organized, and begin to think in a forward-looking manner.
Inheritance
An inheritance can be life-altering and for many there is often a different emotional tie to funds that are inherited versus saved. The nuance is important because fear of the loss of funds due to market fluctuations or poor decisions tends to be much higher than with one’s own earned funds.
It is critical to make the best decisions with inheritances that will support each person’s personal life vision.
We integrate inherited funds into your overall financial plan, helping you determine your personal highest and best use for the funds.
Inheriting Chaos With Compassion
Best-selling author and Summit Financial President Jennifer Luzzatto provides expertise to help you handle the new financial responsibilities you inherited in the wake of a family member’s passing.
Jennifer Luzzatto’s Book Interviews
Jennifer has been interviewed by a number of different podcasts who have all had her share her experiences. If you’re interested in finding out more about Jennifer or want to hear more about her story, then listen to these interviews.
We can help you reach your goals!
For over twenty years, Summit Financial Partners has been helping individuals and families reach their financial goals and to enjoy the comfortable retirement lifestyle they dreamed of with our investment management.
Our offices are located just outside of Richmond in Glen Allen.
We proudly serve the City of Richmond, Charles City County, Chesterfield County, Goochland County, Hanover County, Henrico County, New Kent County, and Powhatan County.
We also serve clients across the country with fully virtual client service options.
