Easing the pain of loss for widows. 

FAI-Widow

Few transitions in life are as difficult as becoming a widow.

Aside from the trauma of the loss of your spouse, every aspect of life suddenly changeseconomically, emotionally, and socially.  As a widow, you become the only parent for your children. You may also be in the “sandwich generation” and caring for your aging parents, too. And you’re now solely responsible for the family finances, possibly for the first time ever. There are so many complex economic matters to deal with and life can quickly become overwhelming. FAI understands how important it is to have a trusted advisor and advocate during this difficult period. We’ll work with you to sort through the issues and prioritize the most critical financial matters, such as:

  • Administering the estate
  • Revising your cash flow projections
  • Revisiting your investments
  • Revising your estate plan and updating beneficiaries

You can rely on our team of compassionate, highly-skilled advisors to be there when you need us. Together, we’ll design a comprehensive, workable plan for your new financial life so you can enjoy a promising tomorrow.

FAI Tree

Teresa’s Story: 

Now That My Husband Is No Longer With Me, I Need A Financial Advisor I Can Trust.

Teresa had been married for 38 years when her husband, Mike, died. While she had been left with a substantial nest egg, she’d never handled the family finances herself and, in her grief, felt confused about what she should do. Her children had flown in to help, but they were soon leaving.

Teresa was receiving advice from multiple advisors her deceased husband had worked with, and they had yet to speak to each other. She came to us as a referral from another client who saw that Teresa was saying yes to recommendations without understanding the details.

Taking over as her wealth manager, we wanted to make sure Teresa’s confusion and grief hadn’t sent her down the wrong path, financially. We met with her other advisors and began to put the pieces of her financial puzzle together. We focused on building her confidence in her financial future, demonstrating that, although her husband was no longer alive, she was not alone in making decisions.

Our widowed or divorcing clients typically have questions and stress about:

  • Being solely responsible for their family wealth for the first time in many years – possibly for the first time ever
  • Advisors who don’t take the time to educate their clients or provide explanations for  recommendations they are providing
  • Tax issues that, if not handled correctly, can impact their holdings or cost them more in the long run
  • Legal issues impacting their estate and preservation of assets 

*Hypothetical examples

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Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

8/1/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT