I've taken the lead in our investing as a couple. I'm very comfortable with managing our investments, but my wife is less so.
If something were to happen to me, I think that she would want a financial planner type to help her with things, even if it meant reducing her returns to pay for the help.
My former manager of 15 years has recently gotten into financial planning, and now works for Thrivent Financial. I think he is well suited to the profession, and I think he would give her good advice and handle her money very carefully, albeit with a higher fee structure than I would like.
I'm considering giving her instructions to call him in the event of my death.
Does anyone have a better alternative for this situation?
If something were to happen to me, I think that she would want a financial planner type to help her with things, even if it meant reducing her returns to pay for the help.
My former manager of 15 years has recently gotten into financial planning, and now works for Thrivent Financial. I think he is well suited to the profession, and I think he would give her good advice and handle her money very carefully, albeit with a higher fee structure than I would like.
I'm considering giving her instructions to call him in the event of my death.
Does anyone have a better alternative for this situation?