Fiduciary Financial Advisors For Widows

 

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With The Best Financial Advisor Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Meet With An

Independent Financial Advisor For Widows


Step 1:
Fill Out The Form

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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Step 2:
A Trusted Advisor Will Reach Out To You

Feel understood. A Certified Financial Planner will have a personalized conversation listening to your financial situation and future goals.

Step 3:
Get A Custom Financial Plan

After listening to your financial situation and future goals, our advisors will put together a personalized road map for your financial success.

The Value Of A Retirement Financial Advisor For Widows


$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

A good financial planner can increase your returns by as much as 3% annually.

Vanguard

How Can a Financial Advisor Help Widows?


Losing a spouse is one of the most traumatic life events a person can endure, and far too often, important financial matters related to the loss can get ignored, forgotten about, or swept under the rug by a grieving widow or widower. The role of a trusted financial advisor in these situations is clear: provide prudent and objective financial advice on the estate, bank accounts, and investments of the deceased and create a financial plan for the widow or widower to move forward with their lives.

Find A Fee-Only Financial Advisor For Widows

Connect With a Financial Advisor

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.
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Portrait of cute little girl hugging grandma and giving her handmade I love you card on Valentines day, copy space


Top Financial Advisors Serving Widows

Our financial advisors can help reduce the complexity and stress of managing and reorganizing your finances. They are a great resource at any life stage, particularly in times of uncertainty. They have expertise in nearly all areas of finance and are qualified to help both through guidance and advice, as well as planning and management.

If you have recently come into money through an inheritance or life insurance policy, a financial advisor can help invest and distribute that money into retirement accounts, savings accounts, an investment portfolio, and more to ensure steady growth and funds for the future.

Asian Senior woman retirement using laptop computer in living room

Our financial advisors are also qualified to assist those in the following circumstances with their finances:

  • Widows/Widowers
  • Those receiving an inheritance

When Do You Want To Retire?


How far away is your dream life?

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FAQs About Certified Financial Advisors For Widows

The industry standard cost of a financial advisor is 0.25% to 1% of your total assets under management. Many advisors will also accommodate a flare rate or hourly fee structure, which may be a better option depending on your needs.
A financial advisor can be a great resource for helping you find your footing if you have recently lost a loved one who was also a source of income. If you have received an inheritance or money from a life insurance policy, they can also make sure that you are getting the most out of that money.
How can you make the best use of my inheritance/life insurance? What is your pay structure? Can you help build an estate that I can pass on? Are you a fiduciary?
Financial advisors can help secure your wealth to ensure a stable and steadily growing source of funds. They are financial experts and can help you make the most of your money.