Widows & Heirs

 

Widows & Heirs

Your trusted Brightworth team will watch out for you and help you make wise and thoughtful decisions to bring confidence, security, and peace of mind to you and your loved ones. We can also help you obtain a clear view of your new financial situation and design a strategy to manage your assets.

We will guide you through the estate settlement process so you don't have to go through it alone, coordinating with the other members of your financial team to help secure income and preserve wealth for your lifetime.

Related Content

Be Smart About Selecting a Financial Advisor

As the saying goes, “When times are good, anyone can make money.” After years of positive stock market returns, the steep decline and high levels of volatility in 2008 were a rude awakening for many investors.

Read More

Trust: The Most Precious of Commodities

Studies show that it is easier to trust during good economic times but much harder during difficult times. Today’s economy exposes low trust which also makes it all the more valuable.

Read More

Business Acumen Starts at Home: Raising Financially Savvy Kids

Part of your overall business and personal finance strategy should include teaching your children good money management. In some cases children may follow in your footsteps and take over your business; in other cases, they may forge a path of their own.

Read More

Our Expert Advisors

Nathan Corbitt, CPA, CFA, CFP®
Wealth Advisor

Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.

Tom Presley, CPA, CFP®, PFS
Wealth Advisor

Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.

Annika Cushnie, CFP®, CIMA®
Partner | Wealth Advisor

Annika's decade of experience and passion for working with busy professionals and women make her uniquely positioned to help her clients reach their financial and lifetime goals.