Losing a spouse or family member can be extremely painful, At WMA, we have a process in place to assist you in making financial transitions and decisions as simple as possible.
An important service we provide at WMA, that can go unappreciated until needed, is our Survivor Assistance.
The loss of a spouse or family member can be one of the most traumatic and difficult experiences of your life. We have found that one of the first phone calls made by our clients who experience a family loss is to us. At WMA, we have a process in place to assist you in making financial transitions and decisions as simple as possible, whether you are our client or the family member of a client.
We understand your pain and loss, knowing that you will need answers as soon as possible.
Our team will provide aid that quickly and easily outlines immediate action steps, as well as timelines for tasks that can be dealt with later. Please remember that our team includes your Accountant, Financial Advisor, and qualified staff that know your family and finances in this time of need.
What a relief to know you have a team ready to assist you when the unthinkable happens. We have already asked the tough questions about the what-ifs. We have prepared for an unexpected death, disability, or forced retirement as part of our planning. Helping our clients manage their emotions during times of stress is one of our most significant advantages. From day one, our planning helps clients make financial decisions in an ordered, rational fashion, rather than putting them in a position to emotionally react to negative news.