Here is an example of how we have helped our clients with their financial needs.
Claire’s Story
Claire, like me, was widowed after her husband lost his battle with cancer. Claire’s children were already teenagers when their father died, and their struggles with grief compounded the struggles that teens already feel to fit in, trying to handle pressure and figuring out where they are going in life. It was very stressful for Claire to try to hold her family on course while also figuring out her finances.
Her husband had been the one to take care of the money issues, so when he died, she not only had to deal with her own grief and the grief of her children but also the scary responsibility of family finances. On top of the issues above, Claire had to get a job. The stress was (and is) enormous, and despite a fairly frugal way of life, Claire had some debts that were increasing the pressure in an already tough situation.
I helped Claire find a way to more effectively pay down the debt, which greatly reduced the stress she was feeling. She is still going to have to actively pursue the debt paydown, but due to some consolidation, she is now in a position to make faster headway against the debt while preserving her investment portfolio to fund her future.
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.
