She is in her late 70s and has some financial assets. Is there someone who she could contact to set up a meeting to help her make rational financial decisions?
Check out Dave Ramsey website. He has a list of ELP (expert local providers) on various services from real estate to insurance to investment. The people and businesses that made his list have been screened for their expertise and integrity. They put the clients first and as Dave Ramsey puts it "have the heart of a teacher."
Is she looking for a financial advisor? She wants a "fee for service" professional who is a fiduciary, someone who is pledged to put her financial needs first.
Would you like to say a bit more about her situation?
Would you like to say a bit more about her situation?