Meet Margaret

  • 72 Years old, recently widowed, three grown children: 1 local and 2 out of state
  • Margaret’s recently deceased husband, Roger, was the financial one in the family and Margaret never really got involved until now
  • Has life insurance proceeds and several investment accounts she inherited from Roger that she doesn’t know what to do with

How I Helped:

  • Introduced her to a support network for recently widowed spouses to give her a sense of community when she was ready
  • Identified what goals or bucket list items she wanted to pursue and developed financial plan around those things
  • Coordinated a hybrid in-person/virtual meeting with all children, the estate attorney and CPA
  • Consolidated all Roger’s accounts under one roof and showed her strategies she could use for her life insurance proceeds to create a guaranteed income stream and payoff all debts

*This is a hypothetical situation based on real-life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your financial advisor prior to investing.

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