Suddenly Solo

We offer the help you need

Suddenly Solo

We offer the help you need

Suddenly Solo

We offer the help you need

Suddenly Solo

We offer the help you need

 A Message From Leonard Baer

“I know that when a loved one passes, the shock and grief can be overwhelming, and many times all consuming. When the friends and family have left, you may feel all alone and then you look at the mail that has piled up, the bills that have not been paid, the correspondence that has accumulated just in this short time.

What are you supposed to do now? Who do you call? Where are the financial papers or statements been kept, for all these years and what about the insurance policies that were supposedly in force.

There seems to be a constant state of confusion as to what to do first, second, third, or should have been handled yesterday.

Suppose there was someone who collected all the information, reviewed all financial statements, made the calls to the credit card companies, banks and put together all the information you need so that this confusion and fog were lifted. Suppose you had someone who could assist with drafting a budget, summarize the assets you now have and gave you a pathway through this terrible time.

This is the offer I am making to you…. I will take this off your “plate” during this rough time. I will review these documents statements, and the pertinent correspondence so you can clear your mind and make decisions without the stress factor weighing in.

We live stronger, healthier lives if some of our daily stress can be removed. 

 I Am Here To Help

Life’s journey has unexpected twists and turns that can leave us feeling unprepared and overwhelmed. I understand that friends and family want to help but many seniors who are suddenly solo to deal with banks, annuities, social security, pension, Medicare, setting up accounts and beneficiaries need professional assistance. I specialize in financial planning to ensure the money doesn’t run out which boosts confidence in moving forward.