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Age: 44
Overview: Heather’s husband, Paul, passed away unexpectedly last year. He had always managed the family’s finances, leaving Heather with a range of difficult and unfamiliar decisions — from handling the life insurance payout to managing their joint accounts and planning for her own future.
Overwhelmed by choices and afraid of making a mistake, Heather kept most of the assets in cash. She wasn’t sure how to invest, whether she needed to update her estate documents, or how her healthcare coverage might change. More than anything, she needed a trusted advisor — someone who could explain things clearly, reduce her tax exposure, and help her feel secure in this next chapter of life.
How do I access the funds and accounts?
Where should I invest the money I’m not using right away?
Can I consolidate the accounts into a simpler structure?
How do I avoid unnecessary taxes?
Will I lose access to my healthcare through my spouse’s plan?
Do I need to update my trust, will, or estate documents?
We guide you through accessing and organizing your accounts with minimal stress — helping you avoid costly mistakes.
We design clear, personalized investment and income strategies that balance growth, safety, and tax-efficiency.
We evaluate your healthcare options and help you transition smoothly if coverage changes are needed.
We review and update your estate documents, ensuring your new financial reality is reflected properly.
The first step to working with Oak Summit is getting acquainted & learning more about your situation to see if we're the right advisors for you
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Once you're ready to move forward, we go through our planning process to ensure all areas of your financial life are addressed & planned for.
Money isn't meant to be a stressful part of your life. We help with decision-making and provide proactive planning so you can focus on enjoying life
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