Financial Consulting for the Bereaved
After the death of his beloved wife Joanne at age 28, Mark Colgan decided to use his own personal experiences with loss, and his in-depth knowledge of personal financial management to help others cope with the loss of a loved one, and avoid the critical financial mistakes, the scams and the grief-driven decision-making that occurs when one is most vulnerable and left unprepared.
Since 1999, working with widows and widowers at every age has become an integral part of our services. We offer the full-range of specialized financial consulting as well as a practical guidebook to help survivors get through the often painful financial transition that follows death. Mark’s unique ability to reflect on his personal experience brings insight and compassion to your loved ones as only someone who has experienced tremendous loss and grief can do. For more information about services for survivors click here.
Additionally we offer:
Money Management
Financial Planning
Retirement Planning
Insurance Planning
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