Received an Inheritance

You got the call from the attorney with the news you have received an inheritance.


Whether it was a surprise or not, it is new wealth for you and you may not have had the experience in managing this amount of money before, and you don’t want to make any mistakes.

You will have a lot of questions about how you can and should use this new found wealth. For example,

Should I use it to pay off my mortgage?

Can I afford to buy that vacation home I’ve dreamed of?

How should I invest it to make sure it is going to provide me a secure financial future? Or a future for my children?

Should I use it pay off my children’s college loans? Can I make a large charitable contribution in my lost loved one’s name?

I now have some financial flexibility. What are my possibilities?

It is important to find an Advisor who has worked with people similar to you


so they can know the questions to ask you to help you make the best decisions with this inheritance. We are that Advisor. Creating and executing a comprehensive Financial Plan will increase your chances of success.

Questions to Ask when Interviewing a Financial Advisor


You know you need some guidance and good, unbiased advice, but how do you know whom you should work with? You don’t know the language of the financial world and everyone you talk to talks over your head. Here is a list of questions that you should ask anyone you are interviewing for one of the most important jobs of their live – Advising YOU!