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Our Services

 

  Financial planning

  Investment management

  Risk management

  Legacy planning


  Pre and post-death consulting


  Professional advisory network

 

 
 
 
 

Pre and post-death consulting

Mark Colgan was inspired to develop this service as a result of his own loss and the overwhelming mountain of administrative responsibilities that came with it. He also realized that while grieving, anyone―even a trained professional like he was―would have a hard time concentrating, so it is critical not to have to handle financial matters alone. Through his consulting, he provides invaluable information for anyone experiencing the loss of a spouse, partner, family member, or friend. By following Mark’s advice, you’ll save time, more effectively manage the mountain of paperwork that follows a death, and safeguard your financial future by making better and smarter decisions.

With Mark’s expert consultation, you wil:

  • Get all of your vital documents organized
  • Better understand how to make meaningful and cost-efficient funeral arrangements
  • Understand how to properly and efficiently arrange for or collect survivor benefits
  • Create a plan to help manage cash flow
  • Learn how to avoid identity theft
  • Properly settle an estate
  • Rebuild your future with confidence

To help you deal with the details of your loved one's death, you will also be provided with a copy of Mark Colgan’s incredible resource, The Survivor Assistance Handbook.

 
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