Broker Check

Mature Families

Client Centered

More than 50% of these clients are the surviving spouses of Family Steward. Other survivors included divorcees and sudden money clients. Some common traits among this group are:

  • Overwhelmed
  • Feel great pressure from outsiders to make decisions
  • Thirst for trusted advice
  • Uncertain of the future
  • Income needs
  • Desire simplicity

These clients are generally over the age of 60 and are widows of our family steward client. In many cases, they have never written a check or had any involvement in personal financial matters. They seek our services to accompany them to an auto dealership, help them book a family vacation, or be their right-hand person in family, legal, financial and planning matters. They generally never consider remarriage, but find great strength from their children and circle of friends.

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