Maria and her husband Joe married right out of college. They had kids right away and he supported her in her decision to stay home with the kids. Together, they diligently planned for what their life would look like after retirement.
What they didn't plan on, was his passing away before they could enjoy the fruits of their hard work. With their children grown and out of the house, Maria has to recreate a whole new life plan. One where Joe is no longer here and Maria can enjoy everything they had worked so hard to achieve.
We can be supportive people in Maria’s life and offer compassionate fiduciary standard advice to help lessen the emotional burden on her shoulders so that she may enjoy her time with her grandkids knowing Joe’s sacrifice will live on.
Let's see how our business can help you and your business.