Carol had to work through many things after her husband Robert passed away; however, making sure Robert’s financial planning practice was in order was not one of them.
Robert was only 65 years old when he died only one month after receiving an unexpected diagnosis of stage IV colon cancer. His entire family was shocked to hear the news. He left behind his wife, Carol, their three children and seven grandchildren. Carol struggled with planning Robert’s funeral and ensuring that their affairs were in order, all while trying to stay strong for their children and grandchildren.
Robert had spent 40 years building his financial planning practice. He loved his job, his employees and his clients. In case of an emergency, Robert spent time carefully designing a continuity plan when he was in his late 50s. Because he spent time preparing for the unexpected, everyone was taken care of following his sudden passing.
Your clients, employees and family members also deserve to be taken care of in case of an emergency, and your legacy deserves to be continued. We understand the attachment you have to the business you have worked so hard to build, which is why we, Vector Wealth Strategies, want to become your business continuity partner.