Widows & Widowers

Life-Changing Event :
Marilyn Thomas

Marilyn never saw it coming. Her husband, Steve was a successful senior executive with a large industrial services company and was, by all outward appearances in good health. When he passed away without warning, her world was turned upside down.

Although Steve’s brother was a stock broker at a major wire house, Marilyn wanted a true fiduciary team that she could trust for the long term. When a friend introduced her to FMA, she knew it was the right fit. Peter and John made her feel comfortable, and listened while she explained her hopes and concerns… many of which were cast into doubt with Steve’s sudden passing. They helped her take a full inventory of her assets, of which she had little prior knowledge. They sifted through files, bills, financial statements, brokerage records and insurance policies. Peter and John also recommended complimentary professionals to round out the team of advisors to make sure she received consistent, expert advice during this difficult time.

Empathy and Advice… When You Need it Most

With a complete picture of her situation, Peter and John then went to work. They modeled different scenarios for Marilyn, and advised her on the strengths and possible shortcomings of each. They assisted with the disposition of several real estate holdings and other significant assets. They helped Marilyn re-title the ones she chose to retain. From there, it was a matter of reverse-engineering the cash flow she required to maintain her lifestyle, and then building a customized portfolio to achieve her objectives with the least amount of volatility.

Marilyn is now happily retired, and volunteering with charities that are close to her heart. FMA remains the “quarterback” of Marilyn’s team of advisors, coordinating the delivery of service and advice as her circumstances evolve. We keep her finances healthy - from her budget to her portfolio to her estate plan.

Please Note: To maintain strict confidentiality and identity protection, some of the names and career discriptions within our client profiles have been changed.

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With a reputation for Straight Talk and strategic financial guidance, our team helps our clients build wealth and control their financial futures.

FMA Advisory, Inc. is a Top-Rated Financial Advisory Firm in Harrisburg, PA.

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Address:
1631 North Front Street
Harrisburg, PA 17102


Phone:
Office: (717) 232-8850
Fax: (717) 232-7737

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