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Eagle Financial Solutions Offers Free Estate Review Just In Time for Valentine's Day
In their 12+ years in business, Eagle Financial Solutions' advisors have often found that families are unprepared for the death or disability of a spouse. In many cases, the surviving spouse may not have previously handled the finances, and is not aware of who to contact, where to find important documents, or even what financial accounts the family may hold. This can lead to increased stress and hardship, and place an added burden on an already grieving widow or widower in their time of loss.
Just in time for Valentine's Day, Eagle Financial Solutions offers families the opportunity to sit down with a qualified advisor to create a plan that will keep their loved ones informed of important financial & estate information in case something unfortunate occurs.
"Our goal is to help our clients and others in the community to prepare for that unexpected event," says Joe Overfield, Senior Vice President of the Financial Planning Division. "I recently realized that if something happened to me, my wife would probably not know where to find all of our important account information. Many of the people I talk to have the same concerns, but this topic often does not get addressed by traditional financial planners. Being prepared is the best way to protect those you care about."
During the month of February, Eagle Financial Solutions will provide a free Estate Directory to help organize important financial information and contacts to those who request a free estate analysis.
For more information, contact Whitney Berry at 614-536-0305, or firstname.lastname@example.org.
Interested parties may also visit http://www.eaglefinancialsolutions.com to learn more about the company and the services they provide.
Eagle Financial Solutions