Financial Planning for Widows


Many widows feel completely overwhelmed by their circumstances.  The number of decisions they need to make, their importance and timeliness, combined with the grief they’re experiencing, can lead to a truly paralyzing situation.

It’s my job to remind them that I’ve been through this with others and am here to help.

Schedule a Free Consultation

Testimonials

 

"When my husband passed away four years ago Jeremy was my unexpected rock. He went above and beyond to help me. He was my problem solver and even waited on the phone for almost an hour to speak to Social Security for me. That’s dedication." Edris

 

"Raffer Wealth Management had taken care of my husband's and my financial needs for years. After my husband's passing, I had many questions and concerns about my financial future and planning.  Jeremy and is staff made these processes comfortable and understandable for me." Barbara

 

My husband and I have been working with Raffer Wealth Management for approximately 30 years.  Jeremy and his staff have always been available for both of us and for any concerns that we needed to discuss.  Upon the recent passing of my husband I have encountered many financial questions and concerns about my finances.  Jeremy and his staff have been undoubtedly the most wonderful help to prioritize and resolve matters that needed my attention to get through my grief.  Adrianne1

 

Book

 

Financial Planning for Widows

By Jeremy Raffer

My father passed away unexpectedly at 70, leaving my 67-year-old mother a widow. While helping her navigate the financial challenges, I gained a deeper understanding of widows' struggles, both financially and personally.

Afterward, I created a checklist to streamline the process in case I needed to help someone else. When a client passed away, the checklist was very helpful. With each experience, I refined the list, and it eventually became a 26-chapter book.

Im offering a free copy to anyone looking for guidance.   All you have to do is schedule a consultation using the link below. I'd be happy to help.

 

About Us

 

 

 

Contact

Raffer Wealth Management
115 West Century Rd, Suite 145
Paramus, NJ 07652
Phone:
201-773-4641
Email:
jeremy.raffer@stewardpartners.com
 
 
 

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Check the background of this financial professional on FINRA's BrokerCheck