After the death of a spouse, it’s crucial to work with a financial planner who knows you and has your goals in mind. Laura Kuntz, CPA/PFS, MBT, talks about why she works with widows and widowers. She gives key points to think about in choosing a financial planner during this challenging time.
Hear What Our Clients Say:
“I’m so thankful for you all. You have done a wonderful job not just in growing our investments, but taking the fear away of outliving our resources. Your work helped us enjoy our funds and do things that were meaningful to us. It helps me and helped my husband sleep better at night.”
Jean
The above testimonial contains statements and opinions from actual clients of Laurel Wealth Planning. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.
