Broker Check

A Personal Financial Advisor Helps When You’re Circumstances Change

Meet Barbara (77)  Her husband was a long-term client of the office; however, when his heath began to decline, Barbara had to step in. She started to learn what she would one day have to understand.

The Goals

Assistance on settling estate, transferring assets into her name, closing her late husband’s accounts, updating beneficiaries.

The Challenge

Being married for 50 years, Barbara had minimal involvement with finances until recently as her husband took care of most of them. Building a lasting and trustful relationship with her husband’s advisor that would make her feel heard and know that her concerns, goals, and priorities were all considered.

The Approach

It was crucial to make Barbara feel welcome, comfortable, and at ease while reviewing all of her and her husband’s assets. Because her advisor was a fiduciary, they always acted in her best interest.

The Results

When her husband passed away, Barbara knew her personal financial advisor had taken care of everything. She was able to experience her grief without the added stress of her financial security.

Does this sound like you?

If your changing circumstances are complicating your retirement, let our personal financial advisors help you make sense of it all. Schedule your complimentary discovery meeting today.

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*Client scenarios are meant for illustrative and informational purposes only, and they are not examples of actual client results. Individual results can vary. These hypothetical situations are designed to provide educational and/or general information and is not intended as specific investment, tax or legal advice. You should always consult a professional regarding your specific situation. Actual future investment returns, taxes and inflation are unknown. Past performance is no guarantee of future results.