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Guiding Women Managing Life Transitions

We help women conserve what they have, plan through uncertainty, and grow confidence during life’s most challenging transitions.

We guide women navigating divorce, widowhood, inheritance, and major life changes, helping them protect their wealth and rebuild clarity for the future.

CHALLENGES

Life transitions reshape priorities — and create new financial realities.

Major personal transitions introduce decisions about income, assets, family responsibilities, and long term stability. We help bring structure to the choices that define the next chapter.

What we solve for:

  • Sudden shifts in income, expenses, or financial responsibility
  • Navigating assets, legal agreements, and property division
  • Uncertainty around retirement readiness or long term planning
  • Coordinating Social Security, survivor benefits, or spousal support
  • Complex emotional, logistical, and financial demands
  • Feeling overwhelmed by new or unfamiliar financial decisions
Solutions

A Disciplined Framework for Life Transitions

Purpose built strategies designed around stability, clarity, and long term financial confidence.

  • Transition and Settlement Planning

    Guidance that helps women understand assets, evaluate settlement options, and create a plan for near term stability and long term security.

  • Integrated Tax and Cash Flow Strategy

    Coordinated planning across income, expenses, support payments, benefits, and tax considerations to establish a clear financial foundation.

  • Trust, Estate, and Beneficiary Alignment

    Ensuring documents, accounts, and intentions reflect new realities and protect family priorities moving forward.

  • Long-Term Financial Planning for New Beginnings

    Planning that supports independence, retirement readiness, future goals, and evolving responsibilities after a major transition.

Client Journey

Helping find solid ground after the loss of a husband

Background

After the sudden loss of her spouse, a woman inherited multiple accounts, property, and complex financial responsibilities. She needed clarity around benefits, cash flow, and long term planning while navigating an emotionally difficult transition.

Challenges

She faced unclear account structures, inconsistent tax planning, unfamiliar investment portfolios, and uncertainty around maintaining her lifestyle and supporting her family. Decisions felt urgent and emotionally demanding.

Action

TFG organized accounts, clarified survivor benefits, and created a structured cash flow plan for stability. The team coordinated with her attorney and CPA to update estate documents, review insurance coverage, and build a long term financial plan aligned with her evolving goals and responsibilities.

Outcome

She gained clarity, stability, and a renewed sense of confidence in her financial future. With consolidated accounts, updated documents, and a thoughtful long range plan, she moved forward with greater security and a framework for decision making during a time of significant change.

Your Advisory Team

Your advisory team includes attorneys, CPAs, valuation specialists, and banking partners who guide key financial decisions.

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JARED HAMMERS, CFA

Portfolio Manager

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SCOTT McGHIE, CFA

Director of Portfolio Management

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JUSTIN KOHLER, CFP®, CAIA®

Wealth Advisor

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BESS BUTLER BRUNSON, CFP®, CTFA

Wealth Advisor

INSIGHTS FOR WOMEN MANAGING LIFE TRANSITIONS
Financial Planning & Retirement 401(k)

Year-End Action Items for Participants

February 2026 By: KYLE POWERS, CFP®, MBA, AIF
Beyond the Numbers Advisor Q&A

Planning for the Next Generation: Insights from Bess Butler Brunson

February 2026 By: BESS BUTLER BRUNSON, CFP®

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Conversations
That Endure.

Every relationship begins with understanding — of priorities, values, and legacy.

For families seeking a partner who measures success in decades rather than quarters, we welcome the opportunity to connect.

The Fiduciary Group, LLC (“TFG”) is registered with the United States Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ and it is important for you to understand the differences between them. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisers, and investing. Page 1 of 2 ITEM 2: What investment services and advice can you provide me? CONVERSATION STARTERS: Ask Your Financial Professional… “Given my financial situation, should I choose an investment advisory service? Why or why not?” “How will you choose investments to recommend to me?” “What is your relevant experience, including your licenses, education, and other qualifications? What do these qualifications mean?” We offer investment advisory services to retail investors.

TFG primarily provides wealth management services to high-net-worth individuals and families, and investment management services for trusts, estates, pension, 401(k) and profit-sharing plans, nonprofit organizations, and other legal entities. Where requested, the principals of TFG accept appointments in their individual capacity as trustee, executor, and/or power of attorney

We offer a wide range of wealth management services to our clients who own separately managed accounts. We work with each client to establish an appropriate investment policy statement (IPS) based on the client’s objectives, unique circumstances, time horizon, and risk tolerance. We generally invest client assets in domestic and international stocks, bonds, mutual funds, and exchange traded funds (“ETFs”).

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