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Financial Planning Services For Widowed Women

At Golden Goose Wealth Planning, we understand that the loss of a spouse brings profound emotional and financial changes. Our specialized services are designed to support widowed women in navigating these challenges, providing compassionate guidance to help you regain financial stability and confidence.

 

Our Services Include:

  1. Immediate Financial Assessment

    • Organizing and understanding your current financial situation

    • Assisting with the management of survivor benefits, including Social Security and pensions

    • Developing a plan to manage immediate expenses and cash flow

  2. Long-Term Financial Planning

    • Creating a personalized strategy to secure your financial future

    • Providing investment guidance tailored to your comfort level and goals

    • Planning for retirement in your new circumstances

  3. Estate and Legacy Planning

    • Updating wills, trusts, and beneficiary designations to reflect your current wishes

    • Ensuring your estate plan honors your spouse's memory and aligns with your intentions

  4. Tax Planning

    • Identifying tax-efficient strategies to manage your income and investments

    • Assisting with the tax implications of inherited assets

  5. Emotional and Financial Support

    • Offering a compassionate space to discuss your concerns and questions

    • Providing ongoing support as you adjust to your new financial reality​

Our goal is to empower you to make informed decisions that provide peace of mind and honor your journey. Whether you're in Grand Rapids, Michigan, or seeking virtual assistance nationwide, we're here to support you every step of the way.

How Can We Help?

Not ready to chat yet? Please send me a message!

Distance is not an issue. We're blessed to work with clients all over the country.

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Golden Goose Wealth Planning

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Address: 2100 E Beltline Ave NE

Suite #102

Grand Rapids, MI 49525

Phone (616) 256-0216

Golden Goose Wealth Planning, LLC is an Independent RIA located in Grand Rapids, Michigan.

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