Fallen Heroes Financial Guidance

Mission

To provide immediate, professional and personal financial guidance and oversight to a family and agency of a fallen hero, for a limited duration of time

Purpose

• Assign a professional and licensed financial advisor to a family of a fallen hero as requested by the affected family and agency
• Provide financial guidance, safety and privacy to the family as a top priority Screen and filter all inquiries, offers and donations to the family
• Provide research assistance, as needed, to ensure all required information is collected for sound decision-making by the responsible party

Financial Advisor Role

• The first point of contact for all issues related to finances for the family and agency of the fallen hero
• To provide impartial financial information, guidance and overall consultation with no personal gain in any form
• Be sensitive, compassionate and diplomatic in dealing with all matters on behalf of, and with, the family
• To keep the best interest of the family as the top priority

Financial Advisor Criteria

• A licensed financial professional in the insurance and investment industry
• Professional resume kept on file
• Completion of an approved background screening process
• Critical Incident Stress Management Training as provided by Police and Fire: The Fallen Heroes

Strategy

Provide to the family of a fallen hero, as defined by Police and Fire: The Fallen Heroes, a professional Financial Advisor to provide guidance and consultation, complimentary, for up to one year. This may be amended anytime as a fee for service agreement independently with the Financial Advisor upon written request from the family. Police and Fire: The Fallen Heroes will make the initial offer of this service to the impacted agency upon our first contact.