You either are currently or you are about to be in sole charge of your financial assets. Ok, you are not going to stuff it under the mattress. You need your money to work for you. In all likelihood, you’d rather NOT use the same professionals your spouse may have hired or is continuing to use. You want to find someone you can trust, who gets you, knows your values and understands your needs both right now and into the future.
Join us to hear from award-winning financial advisor and wealth manager, Stacy Francis about how to go about finding the right person or company to fill this all-important role.
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