Clarifying a Complex Windfall
Recently, Rob O'Dell was featured in AdviceIQ discussing the story of one widow whose husband had died and the strategies Rob used to guide her and her family through the financial difficulties. One unique emphasis was the attention to not only her finances but her son and how her financial choices would affect him:
“We find out who the kids are and who they’re married to,” he adds. “We get a real good feel for where that family’s at. We break down goals and check off accomplishments. Clients like to see where they’ve been.
Read the whole piece at AdviceIQ.
Posted on Mon, May 11, 2015
by Wheaton Wealth Partners