FINANCIAL GUIDANCE FOR THE NEWLY SINGLE
Compassionate Guidance, Financial Clarity & Empowerment Through Education
IS FINANCIAL DECISION-MAKING SUDDENLY ALL ON YOU?
As someone managing your finances on your own—for example, after a divorce or the loss of a spouse—you may be experiencing:
The overwhelming task of organizing your finances after a major life change
Uncertainty around managing investments and account structures on your own
A need for clear guidance on long-term planning and financial security
Questions about whether you can stay in your home and maintain your lifestyle
We help newly single individuals organize their finances, weigh options, and make informed choices—so they can move forward confidently, knowing they’re making the right financial decisions.
STEP INTO FINANCIAL CLARITY
We help guide you toward:
FEELING FINANCIALLY GROUNDED
Gain a personalized plan that aligns your investments, taxes, and estate.
ENJOYING LIFE WITHOUT WORRY
Understand your finances clearly so you can make decisions with confidence.
LEANING ON TRUSTED SUPPORT
You’ll always have someone to turn to for guidance.
HOW IT WORKS
SERVICES
-
LOGISTICAL SUPPORT
Organize and retitle assets, assist with pension and life insurance benefits, and review and update documents and beneficiaries.
-
COMPREHENSIVE FINANCIAL PLANNING
Reassess your investment strategy and financial goals based on your new life stage and comfort level. Develop a plan to meet those goals.
-
-
ONGOING GUIDANCE
Talk through any financial concern anytime.
DISCOVER YOUR RETIREMENT INCOME STYLE
There's no shortage of opinions on the best way to plan for retirement — but the right strategy is the one that fits you. The RISA® assessment helps clarify what matters most to you so we can build a plan that feels right from the start.
Harold Zazula specializes in working with newly single individuals who are navigating their finances on their own. This is a deeply underserved group facing a major life change, and Harold finds it especially meaningful to offer support when the need is greatest.
With over 30 years of financial experience, Harold is a CERTIFIED FINANCIAL PLANNER® and Retirement Income Certified Professional® who offers step-by-step financial guidance to help empower you to live fully and make each decision count. His actuarial background and Certification in Long-Term Care (CLTC®) designation equip him to address risk and complex decisions with compassion and clarity.
Serving clients nationally, Harold collaborates with tax experts and attorneys to help create plans that are well-rounded and future-focused. Whether you're feeling overwhelmed or simply want assurance that you're on the right path, he helps provide the structure, education, and support to move forward with greater understanding and peace of mind.
ABOUT HAROLD ZAZULA, CFP®, RICP® CLTC
ARE WE A MATCH?
We may be a good fit if you:
Are a newly single individual facing major life changes and feeling overwhelmed by your finances
Seeking to turn financial uncertainty into confident action
Are ready to invest in professional guidance
Contact us today to learn more about how we can help you achieve your goals.
READY TO TAKE THE NEXT STEP?
Are you ready to stop feeling overwhelmed by your finances? Take the first step toward feeling organized, supported, and in control.
MEMBERSHIPS & ASSOCIATIONS
IN THE NEWS
