Newly Independent
Feel Grounded In A New Chapter
Life can shift in ways we don’t expect. Whether you’re navigating a major change or stepping into new responsibilities on your own, we’re here to guide you. At PushPin Financial, we meet you with warmth, clarity, and a thoughtful plan, so you don’t have to do it all at once or alone.
Questions to Help Our Clients Find Answers
Financial Planning
Financial Planning at this time is an important and sensitive matter. It requires careful consideration and decision-making. Unfortunately, losing a spouse is emotionally challenging and can affect making logical decisions and handling financial matter with care. Our team strives to "hold your hand" through this very difficult time and help you navigate through the cumbersome process of filing different claims.
Social Security
To navigate and understand different Social Security spousal benefits can be one of the most confusing but important decision you have to make. We simplify the rules pertaining to your situation and provide clarity to help you choose the right benefit.
Review life insurance policies
Many spouses have additional life insurance besides the obvious ones. Those can serve as a bridge with during this difficult transition.
Not only can we help with the claim filing paperwork process, but we can also design and implement plans with intended life insurance objectives for you.
Investments
Reviewing your investment portfolio and make adjustments based on your income need.
Gain Control Of Your Future
Mark The Moment With A PushPin
Your journey begins with a PushPin on the map, placed at the moment you decide to take control of your life now, step into a new chapter, or give life to a dream. Are you ready to map the path forward?
Our Approach
A planning-first, education-driven approach that helps you make confident decisions in every stage of life.
Our Team
Meet the team behind PushPin—advisors who care deeply and plan with empathy, clarity, and purpose.
Contact Us
Wherever you are in your journey, we’re here to listen, guide, and help you move forward.