Widow

A widow approaches Spinelli Financial Advisors seeking guidance after her husband passes

For their 40 years of marriage, her husband had managed their finances. She is now trying to unravel multiple accounts, insurance claims, tax filing, and income sources but finds herself overwhelmed and without the time. She needs somebody she can trust to manage these assets.


The Spinelli Plan


We would work with her to make key decisions during this emotional time. After taking time to learn her needs, we would organize all accounts and any associated tax implications, then develop an investment strategy that will allow her to maintain her standard of living. We would also create a financial plan with a spending level her portfolio can sustain. Our team would also help plan for long term health care needs to ensure next of kin remain unburdened and her wealth maintained.

Widow Executive Senior Citizen Medical Professionals Young Professionals Company Founder Estate Executor

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