HAVE YOU RECENTLY DIVORCED OR LOST A SPOUSE?
Overwhelmed. That’s the most common feeling I hear from recently divorced and widowed women. There are retirement accounts to change, legal decisions to make, insurance to deal with, and lots of “financial professionals” willing to help separate you from your money.
You may not have any interest in becoming a financial expert, yet you may feel like you must in order to make the best decisions. If your spouse made the financial decisions, you may feel thrust into a new world at the same time your world has changed forever.
It IS possible to have a trusted guide steer you through the financial chaos. Someone who understands you may not feel like constantly making decisions. Someone who does not focus on “beating the market” or selling you on get-rich-quick schemes. Someone who helps you figure out where you can live, how to handle your savings, and putting you in a place where you will be financially OK.
ARE YOU FACING THESE NEW CHALLENGES?
What’s a Beneficiary IRA? What does QDRO stand for? Can you simplify all of your accounts? Help is on the way.
Maybe you received a large insurance check that you don’t want to make a mistake with. Or you might be picking health insurance for the first time. And what’s a Medicare Supplement? Deciphering the insurance world without getting “sold” is possible.
Where do you start? What need to be done, and by when? If your spouse made the financial decisions, you may feel thrust into a new world at the same time your world has changed forever. Let me guide you through the financial chaos.
WHY YOU MATTER TO ME
Who Is The Bald Guy?
My name is Elliott Weir, the owner of III Financial. I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain…
I started my career as a technology geek, having earned a Computer Science degree from Southern Methodist University (Go Ponies!). Once I graduated I secured a great job with Ernst & Young LLP as a technology consultant to Fortune 500 companies.
Then on August 20th, 1997 my life changed forever. After a brief battle with cancer, my father passed away at the age of 50. I suddenly found myself helping my mother with insurance, investments, attorneys, CPAs, and more, because my father was the one in charge of these things for the family.
Why I Share This With You
This formative event explains a lot about who I am, about III Financial, and about what you can expect from me. I choose to work with divorced and widowed women because I want to have a meaningful and direct impact on their lives, as I did for my mother.
It took me years to piece it all together into my true calling. In that time, I continued with Ernst & Young, left to earn my Master in Business Administration (MBA) at the University of Texas’ McCombs School of Business, and spent a short while at IBM Tivoli. Then the light bulb went off and I became a financial adviser in 2004.
Weir Family 2017
What types of people or situations are NOT a good fit?
You seek out unnecessary financial risks (short Vegas trips may be OK)
You only want validation of your decisions, instead of educated guidance
You regularly spend more than you bring in
Your self-esteem is tied to your account balances
You only need help with basic budgeting and expense management
You are in need of debt management / credit counseling
What can you expect when we start working together? What kinds of questions can I answer and what areas of your life do we look at?
The financial industry has made it very difficult to tell who is a salesperson and who provides guidance. How do you know what you are getting?
You’ve heard enough. What do you do now to start getting some answers?