Best Financial Advisors in Ramapo, NY

Following my father's passing, I stepped up to assist my mother in handling her financial matters. Through this experience, I gained valuable insights, prompting me to create a practical checklist based on our journey. A few months later, a client faced a similar situation when her husband passed away, and leveraging the checklist made the whole process go more smoothly. This scenario repeated itself, and as I continued to assist widows, I expanded and refined my checklist. Eventually, it struck me that a document offering in-depth explanations for each item could be of great value.. This led to the creation of the enclosed book on financial planning for widows. I take immense pride in this accomplishment, as it marks my first venture into the world of writing. I believe this book could be a valuable resource for anyone you care about who might be going through a challenging time. Thank you for your consideration. Warm regards, Jeremy...