Navigating the Future on Your Own is Challenging

Losing a spouse is extremely difficult. As you navigate the road forward, we’re here to help.

Whether your spouse has recently passed away or enough time has passed that you’ve begun rebuilding your life, you’ve got questions. And having a firm grasp of your financial situation is important.

Thinking about finances and all that needs to be done can quickly become overwhelming.

We Can Help

When you take control of your finances, you’re taking back control of your life.
From gathering important papers to helping you manage the probate process, we can help. We can also help analyze the will and sort out survivor benefits, so you can continue protecting your investments. And most importantly, we can help you face the future.

Meet David Bodnar, CFP, CLU, ChFC

David Bodnar heads up our efforts in planning the financial futures of our clients who are widowed.

A true Cincinnatian, David grew up in Mariemont and has lived in the area his entire life. As a result, David has built an extensive network including a longstanding relationship with estate planning attorneys at Cors & Bassett.

Together with his network, David helps his clients determine the impact on estate assets according to terms of the will and/or trust. Handling assets that are transferable on death requires specialized knowledge of inherited IRAs and irrevocable trusts, which David brings in abundance. 

We know that during this time of loss, you can feel quite alone. Dave considers it a privilege to act as a rock for our clients during this time and does his utmost to instill confidence in the future necessary to tackle any financial challenges that arise. Providing a service at such a critical time is not only a special interest for Dave, but a calling. 

Put Dave’s experience to work for you. Set up an appointment to talk with us about your current financial situation and future goals. We look forward to talking with you.

david@kellettschaffner.com