Wealth Management Since 1971

Divorce/Loss of Spouse

Linscomb & Williams specializes in helping clients going through transitions such as divorce or loss of a spouse.  We know either of these can be difficult times.  We can provide the objective help and experience you need to plan for your new situation.

Common challenges:

  • You’re not familiar with handling the details of your financial situation.
  • You need to plan financially for your new lifestyle.
  • You want help making decisions about keeping, buying or renting a home.
  • You need to update your will and other estate planning documents.
  • You need help with determining the best social security strategy.

We’ll help you get organized and feel confident about your future.

Key Services:

  • Comprehensive financial planning
  • Preparation of a budget and expense plan
  • Investment management
  • Estate planning
  • Social security planning

READY TO HAVE A REAL CONVERSATION ABOUT SECURING YOUR FUTURE?

Schedule a free "no strings attached", first conversation.
Talk with us today!