HAVE YOU RECENTLY LOST A SPOUSE?
Overwhelmed. That’s the most common feeling I hear from recently widowed women. There are retirement accounts to change, legal decisions to make, insurance to deal with, and plenty of small details that seem to come from nowhere.
You may not have any interest in becoming a financial expert, yet you may feel like you must in order to make the best decisions. If your spouse made the financial decisions, you may feel thrust into a new world at the same time your world has changed forever.
How helpful would it be to have a trusted guide steer you through the financial chaos? Someone who understands you may not feel like constantly making decisions? Someone focused on helping you prioritize and understand the decisions you face? Someone who helps you figure out where you can live, how to handle your savings, and helping put you in a place where you feel financially OK?
ARE YOU FACING THESE CHALLENGES?
What’s a Beneficiary IRA? How can you create enough income? Can you simplify all of your accounts? Help is on the way.
What’s the right thing to do with life insurance proceeds? How do you choose between your health insurance or Medicare options? Deciphering the insurance world without getting “sold” is possible.
How do you replace your spouse’s income? Can you get Social Security survivor benefits? What’s a reasonable monthly budget? Let me guide you through the financial chaos.
WHY YOU MATTER TO ME
Who Is The Bald Guy?
My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain…
I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies.
Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family.
|Elliott Weir, Jr.|
Why I Share This With You
This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother.
It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.
Weir Family 2019
What types of people or situations are a great fit for working with me?
You do not seek out unnecessary financial risks (other than an occasional Vegas trip)
You want educated guidance, not just validation of your decisions
You regularly spend less than you bring in
Your self-esteem is not tied to your account balances
You need more help than basic budgeting and expense management
You are not in need of debt management / credit counseling
Learn what you can expect, the answers you can get, and everything we can address together.
What should you ask a potential advisor to determine if they are a salesperson or if they work with your best interests at heart?
Interested in a free report helping you finish your advisor evaluation? Or would you like to get in touch and move forward?