III Financial, LLC
III Financial clients are recently widowed women looking for a different kind of relationship with a financial adviser. No products sold, no costs hidden, and no pressure for hasty decisions - all for a clearly disclosed fixed fee.
Started in 2011, III Financial provides more than investment advice for these women in transition. They get help:
- Finding their new financial footing;
- Getting organized and understanding what financial resources they have available;
- Receiving answers for all of their financial questions, even those that don't involve the sale of a product; and
- Understanding what to do and how to accomplish it (with some positive accountability).
This high level of service isn't for everyone. But for those women wanting the patient guidance of an experienced professional paid only to help them, III Financial offers a distinctive alternative to typical insurance agents, investment managers, and wealth managers.