TITLE

Working with Widows and Widowers

AUTHOR(S)
Thomas Jr., James F.; Katzeff, Hillel
PUB. DATE
May 1999
SOURCE
Journal of Financial Planning;May99, Vol. 12 Issue 5, p86
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Focuses on Superior Planning, a firm which offers financial planning services for widows and widowers. Details of the three-stage evolutionary process created by the firm for financially independent people focusing on attaining lifetime goals beyond financial security; Lessons learned by the financial advisors at Superior Planning during the years of working with widows and widowers; Significance of the integrated series of summary statements, one-page reports and action sheets provided by the company to its clients.
ACCESSION #
1877467

 

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