What To Do Financialy When You Lose A Spouse



Philip Wilson
CLTC, CEA, CSSCS, CCPS

I am sorry for your loss. Times such as these can feel uncertain and difficult to navigate with the complexities of the laws and knowing the ins and outs of protecting and preserving your assets. That is where I can help. Feel free to contact me any time at 205-868-9297 if you need help in anyway.


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Investment Advisor Representative of Investment Advisors, a Registered Investment Advisor and division of Proequities, Inc. securities offered through ProEquities, Inc. a Registered Broker-Dealer, Member FINRA and SIPC Wilson Financial Group is independent of ProEquities.


Please be advised that Philip Wilson holds Series 6, Series 7 and Series 63 registrations in AL, GA, MS. For residents of other states in which registration is not held, proper registrations must be obtained by Philip Wilson before proceeding further, and any requests for information or service may be delayed. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.


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