Christopher Eckert, CFP, CRPS, CSRIC™

Senior PIM Portfolio Manager, Managing Director - Investments

…when losing a loved one



It’s a difficult time when losing a loved one. As a Financial Advisor, I help clients navigate this trying time financially. My experience can make the process easier and allows widows and widowers time to grieve by relieving many of the financial tasks at hand. I guide clients through the necessary steps and can meet with other financial professionals to streamline processes and details.

Get trusted advice and guidance for the questions that come up, including:

  • Should I consult an attorney regarding the will?

  • How do I close or retitle existing bank or investment accounts?

  • How will this impact my tax situation?

  • Do I need to adjust my life insurance and annuity policies?

  • What happens to my Social Security and Medicare plans?

  • What will my short- and long-term investment plan change?



Advice and guidance through all life’s transitions.




CTA




Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state

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

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