Broker Check

Navigating Financial Matters
After the Loss of a Loved One 

We are sorry for your loss.

We are sorry for your loss.

We extend our heartfelt condolences for your loss.


At GNZ Financial, we stand by you through life's ups and downs. As you navigate the difficult journey of losing a loved one, please know that we are here to support you every step of the way.


Following the passing of a spouse or cherished family member, there are crucial financial decisions that must be addressed promptly. To support this process, we've compiled a comprehensive resource, "A Survivor’s Checklist: 64 Important Things to Do When a Loved One Dies.”


This document outlines actions to be taken immediately, within one month, two months, and six months following the loss.

Support & Guarding Against Fraud

Support & Guarding Against Fraud

Losing a loved one is undoubtedly one of life's most challenging experiences, and we understand the overwhelming mix of emotions and responsibilities you may be facing. While we recognize that words can't erase the pain, we offer our sincere support and guidance as you navigate the financial implications of this loss.

Moreover, we're mindful that bereaved individuals can sometimes fall victim to opportunistic scams. At GNZ Financial, we prioritize your protection and are committed to safeguarding you from such threats. Should you have any concerns or suspicions, please don't hesitate to reach out to us for trusted advice and assistance

We are Here for You

We are Here for You

In times of grief, having a supportive network is invaluable. As your local financial advisor in Troy, Michigan, we not only assist with practical financial matters but also offer a compassionate ear to listen and provide guidance as you navigate this emotional journey.


If anyone who is important in your life has experienced a loss, we are happy to take some time, share our process and philosophy, and provide a “sounding board” as they contemplate their next steps. If you’d like to take advantage of our Sounding Board service, don’t hesitate to reach out to your team at GNZ Financial.

Schedule Your 15-minute Introductory Call Now!

SCHEDULE 15-MIN INTRO CALL