The passing of a loved one is a difficult and emotional time.
American Financial Advisors will assist you with financial decisions and necessary paperwork. We consult with your Estate Attorney and other advisors to provide comprehensive answers to questions you will have. Working with spouses and children, we ensure your wealth is protected – guiding them through a difficult time when you need it most.
We are setting up a Client Vault where all of your important documents can be easily uploaded and accessed. Examples of the documents that can be uploaded include: military records, birth certificates, passports, life insurance policies, car titles and mortgage paperwork.
Resolving Unknown Issues
We help review, coordinate and manage the various sources of income you may have left to your beneficiaries. For example:
• Social Security
• Insurance Policies
• Military Pension
• VA Benefits
Binder for Executor or Financial Agent
Often, at the time of an accident or death - decisions must be made quickly. You may feel uncomfortable talking about emergency plans and your final wishes, yet these decisions can add an extra burden to a grieving family. AFA will provide a complimentary binder for your Executor or Financial Agent. This binder can house all relevant documents and information that will be needed in the time of an emergency, reducing the amount of stress placed on family members. If you would like to request a binder, please contact us using the link below.
At AFA, we are there for you and your family and happy to assist in any way possible.