Welcome to Widowed Community
Financial Planning, Advice, Education
and Tools for the Recently Widowed
Financial Knowledge, Wisdom and Know-How for
High Net Worth Surviving Spouses and Partners
As a widow or widower…
Ask yourself…
Would you prefer a smooth transition of your estate, your accounts and your assets so everything is simpler and more manageable?
Are you looking for professional guidance with a personal touch to help you achieve and maintain lifelong financial security and independence?
Do you feel somewhat disconnected with your current financial advisor because they had the business relationship with your spouse and not you?
If you answered “Yes” to any of these questions, we really should chat! Call me at 480.998.1798 or Schedule a Call.
Why Us?
What to look for in a financial advisor…
Fiduciary – An advisor in a fiduciary capacity is required to put your interests first and maintain the necessary education or professional certification such as the CERTIFIED FINANCIAL PLANNER™ certification. Just as important, ask your current/potential financial advisor if they are required to, and do, fulfill a fiduciary responsibility 100% of the time, not part-time.
Fee-Only – means the financial advisor does not collect a commission when recommending financial products. A Fee-Only financial advisor is compensated directly and only by their client. The term “Fee-Only” is commonly confused with “Fee-based”. A fee-based advisor can collect commissions through product sales as well as charge fees (commissions + fees). Approximately 95% of all advisors collect fees and commissions (Fee-based), meaning only 5% or less of all advisors across the country are Fee-Only!
Extensive experience working with widows and widowers. Find an advisor who spends the majority of their time, and has specific and extensive experience, working with surviving spouses and partners. A good number of financial advisors choose to focus on certain niches such as small business owners, companies needing 401k plans, or young professionals, for example. Other advisors say they can work with any client. My niche – my specialty – is assisting widows and widowers. In fact, I authored one of the most comprehensive and sought-after checklists in the country for new widows and widowers. If you need a heart doctor, you don’t go to an eye doctor and you don’t go to a general practitioner. The same is true of your financial advisor. Go see the specialist!
Tools for the Recently Widowed
New Widow’s Complete Checklist
A comprehensive step-by-step checklist covering vital financial, tax and legal issues during your first year as a new widow
Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
WC Wealth Reminders™
Timely reminders to help you manage important tax, legal and financial tasks as well as protect and maintain your home and vehicles
Financial Advisor Evaluation & Selection Tool
Learn how to thoroughly evaluate and select a competent financial planning-based financial advisor
FAQ
Frequently Asked Questions
Where can I find more information about your services and company?
To obtain additional details about my professional financial services, you can visit my employer’s site at www.Xpertadvice.com, call me at the office, 480.998.1798, email me at [email protected] or use the Contact Us page at Strategic Wealth Advisors.
I've asked a question about my specific situation or issue but you have not given me a recommendation. Why not?
Because I work in the financial services industry, I only provide advice and specific guidance to clients. To become a client, either as a one-time planning client or as an ongoing advisory client, please contact me through my Registered Investment Advisory firm, Strategic Wealth Advisors, LLC. The phone number for Strategic Wealth Advisors is 480.998.1798 or you can email me at [email protected].
I have questions about a certain stock, mutual fund or investment. Do you blog about specific investments, investment performance, stock market activity or the economic outlook?
I do not. This site is used as a repository for financial, tax and legal information and education. For specific investment advice, you will need to hire me as your advisor. This is done through Strategic Wealth Advisors, LLC, a Registered Investment Advisory firm in Scottsdale, Arizona. To contact me at Strategic Wealth Advisors, please phone me at 480.998.1798 or email me at [email protected] or reach out through the Strategic Wealth Advisors Contact Page.
Get in touch
Please use the Let’s Have a Chat page to schedule a call. Your information is confidential and will not be shared with outside parties — that is our personal promise to you!