Within the First Year

With much of the paperwork behind you, most legal matters will have been resolved.

Now it's time to start looking ahead and making the long-term decisions you may have postponed, such as:

  • Investing your inheritance or life insurance settlement.
  • Choosing a new place to live.
  • Setting financial goals for yourself, your retirement, and your child's education.

As the months and years go by, we'll always be here for you. So whenever you have questions, call us at (866) 802-6333 Monday – Friday, 8:30AM – 8:00PM ET.