Financial Planning on Your Own? We Can Help.

Building a healthy financial future on your own doesn't have to be overwhelming. We're committed to supporting clients who are single, divorced or widowed. When you work with McCoy Wealth Advisors, you don't have to go it alone.

 

Financial Planning for Singles

Whether you're single by choice or single for now, it is imperative that you plan for your future. It's never too late to begin! We have a financial planning approach that is simple, safe and easy to understand.

Create a Spending Plan

Establishing a spending plan is essential for everyone, but it's even more important when you're single. You want every dollar accounted for to gain a clear understanding of where your money is going and how you can best use it to fund your financial goals.

Plan For Your Retirement

Retirement may seem a lifetime away. With car payments, mortgage or rent, utilities, the trip you took last year, all vying for your attention and money, it's tempting to postpone a long-term retirement plan.

 

Financial Planning During and After Divorce

Divorce can have a dramatic impact on your healthy financial future – more so than buying a house, saving for college, or planning for retirement. That's why you need financial advisors you can trust to support you.

We can help you help project future financial needs, identify potential shortfalls, and evaluate tax consequences while you are going through a divorce. We've found the best possible scenario is to seek financial analysis and planning advice before a divorce settlement.

 

Financial Planning After Losing a Spouse

At McCoy Wealth Advisors, we understand and respect the emotional and financial impact of losing your spouse.

If at all possible, we encourage you to postpone major life decisions until you've had time to go through the difficult process of mourning. Twelve to eighteen months can make a big difference in your outlook and decision-making ability.

However, if you must make a major financial decision, we are here to support and advocate for you. You can count on us to put your best interests first and help you see your options with clarity.

Schedule an appointment with us today to learn more.