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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Recent News

Recent News

Clandestine Cache

Clandestine Cache

9/18/2018 12:00:00 AM EDT
17 hours ago

At times I’ve wondered where the line should be between openness with my spouse about my finances versus providing only what’s necessary to ...

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

9/6/2018 12:00:00 AM EDT
a week ago

Join our panel of professionals for an interactive discussion pertaining to caring for aging parents including:
• Financial guardianship
• Estate planning
• Proactive support

Webinar participants will ...

Upcoming Events

Upcoming Events

Webinar: Are Your Aging Parents Aging You?

Webinar: Are Your Aging Parents Aging You?

10/4/2018 11:00:00 AM EDT
Webinar: Join our panel of professionals for an interactive discussion ...

FAI's Open House

FAI's Open House

10/10/2018 4:00:00 PM EDT
Join us at FAI for our Open House this fall ...