Or because of your age and current health conditions you suspect you are more likely to pass away before your wife?
Perhaps you have taken care of the money all throughout your marriage, and now you must find someone to step in and take your place and manage the money for your surviving spouse.
Are you worried about your spouse’s ability to handle the financial matters after you die?
Do you want to leave your spouse in the hands of a trusted money manager to help guide her after you have gone?
If they do, then you're in the right place. If it doesn’t quite fit, look over the other profiles to find a better match.
Discuss your current investment status with Helyn Bolanis
by calling (800) 537-1103