Fallen Heroes financial guidance

 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

• 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

• 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 Preparation

• Budget Analysis
• Expense Management & Oversight
• Net Worth Statement

Financial Analysis

• Investment Portfolio Review
• Retirement Analysis & Strategies
• College Savings Strategies

Financial Guidance

• Insurance Policy Review
• Family Benefits Review
• Attorney and CPA Referrals