Widow Story

Transcript of Widow Story video

I’m often asked, Eric, why do you do what you do? I believe most advisors who get into this profession do it because they have a deep passion for it. And often that passion is born from their own personal experiences – sometimes painful experiences. That’s true for me.

As a young child, I remember living with my mom. Her name was Mary, and she was single, divorced, and then widowed. She was also an alcoholic with medical issues who had trouble holding down a job. So for the most part, she, my younger brother Greg and I lived on welfare.

Life was very dismal until I was about 9 or 10 and mom met Phil.

Mom said he was a successful businessman, and soon he became her live-in boyfriend. Phil promised that as soon as he opened up his new restaurant our family would finally have money. As it turned out he was a CON MAN and ran off with my mom’s life savings…..

Well, mom eventually scraped together enough money for us to get by and life went on.

Our mom didn’t have much of a chance to live a good life- she had no financial guidance, no one to encourage her or any kind of support system. Greg and I were just a couple of small kids. What could we do? I could not help or protect her at all.

I’ll never forget the feeling of helplessness I had.

That’s why today I specialize in my practice in working with widows like you.

Because I never got a chance to protect and help mom the way I always wanted. Because I couldn’t protect mom from the Phil’s out there in the world. I could not help her from losing all of her life savings….

But I can help you protect and grow your wealth. I can help you make smarter choices with your money. My goal is to help ensure you don’t take more risk than you need to or ever have to worry about running out of money….no matter what happens.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AR, AZ, CA, CO, DE, FL, GA, HI, ID, IN, MA, MO, MT, NE, NV, NY, OH, OR, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX