Many would gladly welcome the wealth lovingly left to you. But after having a strong financial partner for so many years, you are now making the important decisions about your family’s future on your own.
I’m here to tell you that YOU ARE NOT ALONE.
I’m here to say YOU HAVE MORE POWER than you think.
And I'M HERE TO BE BY YOUR SIDE as a trusted partner to help grow your wealth.
While I can’t ever replace the special bond you and your beloved shared, I will be your caring partner in all money related matters:
I’ve been asked a lot of questions by surviving spouses over the years. But no matter their circumstances, these seem to be common to all:
|“How do I preserve money for my children and grandkids?”|
|That depends on lots of things, including how much wealth you want to leave behind and when you want your loved ones to access it. Do you give while you live, provide it all as an inheritance or balance between the two? I can provide simple, honest advice based on your goals.|
|“If I have a non-investment question, can I still come to you for help?”|
|Of course: We can discuss any money matter, from buying a new car to homeowner’s insurance, remodeling questions and even coach vs. first class tickets. Just call or come see me and we’ll make a sound decision together.|
|“How do I treat my family fairly and equally with what I give to them now and what I leave to them?”|
|Not all children need the same level of support. Yet, it may be important to give equitably and fairly to each child. The good news is, Wells Fargo affiliates has an entire team of professionals who specialize in family dynamics.|
|“Am I spending too much money?”|
|The truth is, anyone might without proper planning. I will help you make wise decisions with the intent that you have enough money to live the way you want to.|
“Should I have my children involved in my financial affairs?”
|Often there is one child who steps up and becomes involved, offering help and their opinion. Involving them in our meetings may enhance confidence and comfort in your money decisions.|
You might be wary about trusting someone you’ve never met to provide financial guidance or help make decisions about your future.
Not only do I understand that, I applaud it.
You should want to know more about someone who will be intimately involved with your wealth.
As for me:
I have been married to my wife Paola for 15 years. We have two daughters and two sons.
I am close to and respect all the women in my life: including my widowed Grandmother (deceased), widowed Mother and widowed Aunt.
Advanced educational credentials including Certified Public Accountant (non practicing), Masters in Business and Certified Financial Planner
I am known for my calm demeanor and patient personality; two must-have traits for your situation.
I have helped empower many survivors during my 20-year financial career. And I would be honored to do the same for you.