Here is an example of how we have helped our clients with their financial needs.
Angela and George’s Story
I began working with Angela and her husband George just as they were both about to retire. George had already reduced his work commitments due to a degenerative disease. They had also significantly simplified their home life by moving into an apartment, eliminating the day to day responsibilities of owning a home. Then we worked together to simplify their finances.
Like most people, they had investment accounts in several institutions. I worked with them to consolidate the accounts that could be combined, and then we started working together on their financial plan and on determining the investment mix that would be the best for them. At the time, George’s life span was uncertain. He could have lived many more years. Unfortunately, he died within a couple of years after we began working together.
With the loss of her spouse, this was a tough time for Angela. The grief was difficult to work through, and her life changed dramatically overnight, not just from the loss of her long time spouse, but her daily routine changed completely. She had gotten to the point where most of her time was spent caring for him. Suddenly, she had very few responsibilities on a day to day basis.
Fortunately, we had already simplified her financial life, and could answer the question, “what can I sustainably spend each year for the rest of my life?” Once Angela was in a place where she could begin to envision a future, we began to map out how she could use her resources to support her vision for how she wanted to live life going forward.
Read more client stories to learn about how we can help.
At Summit Financial Partners, we believe strongly in personalized service that our clients can trust. Our clients’ financial success is important to who we are.
Whether you are needing help with pre-planning, organizing, and simplifying assets, managing an estate after the loss of a loved one, or diversifying your financial assets, we are here to help you.
Contact us today to find out how we can help you.
