Service, Integrity, and Transparency

Client Studies


Widow

Estate Executor

Fortune 500 Executive

Medical Professional

Senior Citizen

Young Professionals

Company Founder

Widow

A widow approaches Spinelli Financial Advisors seeking guidance after her husband passed

For their 40 years of marriage, her husband had managed their finances. She is now trying to unravel multiple accounts, insurance claims, tax filing, and income sources but finds herself overwhelmed and without the time. She needs somebody she can trust to manage these assets.


The Spinelli Plan


We would work with her to make key decisions during this emotional time. After taking time to learn her goals, we would organize all accounts and any associated tax implications then develop an investment strategy that will allow her to live the life she wants. We would also create a financial plan with a spending level her portfolio can sustain. Our team would also help plan for long term health care needs to ensure next of kin remain unburdened and her wealth maintained.