This week's financial tip is not an easy one. The topic of what to do financially when a spouse passes away is heavy, and one we hope to never have to have with our clients. The reality is that we do find ourselves in these conversations, and it is our honor to be able to help people through these extremely vulnerable times. Take a look at David's video where he discusses some initial steps he normally recommends taking when losing a spouse.
Our clients come from all over the country, all walks of life, and with many different values and priorities. One thing all of our clients have in common? They see their financial resources as simply one of the ways to unlock their full potential.
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