Recent Widow

The Award for Best Practice

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Ruth feels alone after the death of her husband. She needs a trusted advisor.

Widow“Bill and I talked about my future after he was gone. And he had our records very well organized. But it’s one thing to talk about it, and another to actually live it.”

“For one thing, I miss having someone to talk to. I’d like to have the kinds of conversations Bill and I had about our investments. For another, the world keeps changing. I’m not sure the investment approach we chose will be best in a year or two.”

“I could involve our children. But they have their own lives, and I’m not sure they have the time or expertise for this. Plus, I wonder how the others would react if I relied on one for financial advice.”

“What I really need is someone who’s wise, willing to listen, and who gives good advice.”



Avisor HQ Award        Top 50 2015

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