Individuals Dealing with Loss

Whether a client is going through a divorce or grieving over the loss of someone close, the last thing they want to deal with is financial concerns. And yet such moments come with a host of decisions that have to be made, often when our client is least able to sort out the complexities involved and think through the long-term implications.

Our job at such times is to help our clients fully understand the choices confronting them and to provide the kind of sensitive and intelligent guidance that allows them to focus on personal needs and move forward with confidence in their financial future.

Disclaimer: Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services offered through Van Leeuwen & Company, a registered investment advisor not affiliated with LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, HI, ID, IL, MA, MD, NH, NJ, NV, NY, OH, PA, RI, SC, TX, UT, and VA.
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