We all know that unexpected events can be stressful and overwhelming. Timely obtaining the necessary financial information to create a workable financial plan is essential.
Mark Salerno, CFP®, discusses how WealthEdge helped a client when she unexpectedly became a guardian for her ill adult son. After assisting her in obtaining the necessary paperwork and statements, we helped her implement a plan designed to generate the income he needs for the rest of his life – giving her peace of mind.