Death In The Family

Nothing ever really prepares us for the loss of a loved one.

At this most difficult time, please know we are here to help you. 


          These services are offered at no cost and no obligation:

  1. Life insurance claims assistance.
  2. Beneficiary changes to existing life and annuity contracts.
  3. Applying for military survivor benefits.
  4. Contacting the Social Security Administration.
  5. Railroad Retirement claim forms completion and submission.
  6. Help with Mandatory Distributions from IRA/401(k) accounts.
  7. Financial analysis of cash flow and retirement plans.
  8. Notary and copying services offered at no cost.

Please call us at 904-223-5225 to set an appointment. 

Or you may contact us at to schedule a time to meet.