As a financial advisor, Eric has experience navigating some awkward conversations when it comes to managing money. Maybe someone wants to cut a family member off financially after being estranged. Or a couple decides to get divorced after several years together. Whatever the dynamic, you want to work with a financial advisor and fiduciary who can guide you through the situation.

Here are some of the awkward situations Eric has helped clients overcome:

• Wanting to remove a family member as a beneficiary. (1:35)

Get in touch with the Peterson Financial team: https://petersonfg.com/