Navigating Grief Brochure

DOCUMENT

We are so sorry to hear of your recent loss.

When you lose a spouse, parent, partner, or loved one, the grief can be overwhelming.

During that grief, there are still arrangements to be made and responsibilities to take care of.

In recognition of this difficult reality, we’ve created this checklist to help you manage the practical matters that need your attention.

Please feel free to reach out to our office for any assistance you may need.

We are here for you.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Beyond Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the states of AR, CA, CO, FL, IA, IN, LA, MI, NC, NH, NY, OH, OR, PA, TX, WA, WI. No offers may be made or accepted from any resident outside the specific states referenced.

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