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Survivorship Program

Remove the burden of estate settlement tasks,
to allow time to begin coping with loss.

 The death of a spouse or of a parent marks one of life’s difficult periods. It’s an emotional time when energy must be focused on the grieving process and helping other family members cope, leaving little time to attend to financial paperwork and bills.

We help clients sort through their mail and begin the process of replying to and processing estate matters, keeping them informed every step of the way. 

Guidant makes it easy for a client to receive assistance with tasks on a temporary or an on-going basis to help ensure their financial life continues to move smoothly. A client and their dependents deserve to remain well-cared for and financially strong. 

At Guidant Wealth Advisors we understand what a difficult period this can be. As your trusted advisors we can assist with:

  • beneficiary designation verifications
  • insurance policies
  • re-titling of assets
  • real estate property strategies

Widows and Widowers 

Our clients trust us to do what is best for them and for their financial future. We know that trust must be earned and built over time, and we take sincere pride in the personal nature of the relationships we have forged with our clients and the tradition of trust we have built with them.

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Securities offered through LPL Financial, Member FINRA / SIPC.
Investment advice offered through Guidant Wealth Advisors, a registered investment advisor and separate entity from LPL Financial.
The LPL Financial registered representative associated with this page may only discuss and/or transact business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, VA, WI.