Losing a Loved One Step by Step Guide

Here’s your guide on what to do after a loved one passes away, estate planning edition. Hots:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice PresidentDan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Prior to joining Summit Wealth Group, he was a partner in his own financial planning company and has worked in the financial industry for more than 25 years. Prior to entering the securities industry, he worked for more than 14 years at a medical-surgical division of 3M out of Brookings, South Dakota.Dan has been named to the Forbes Best-in State Wealth Advisors list for each of the past 4 years.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®) designee, and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance.A current member of the Financial Planning Association (FPA), Dan has conducted financial and government seminars, which help people understand the financial planning process. He graduated from South Dakota State University in Brookings, South Dakota, where he earned a Bachelor of Arts Degree in Business Economics with a specialization in International Business.Stephanie Brinkman | Marketing Administrator Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February of 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.   Summit Wealth Group | Facebook | LinkedIn | YouTube | Twitter (719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.*The 2021 ranking of the Forbes’ Best–in–State Wealth Advisors1 list was developed by SHOOK Research and is based on in-person and telephone due–diligence meetings to evaluate each advisor qualitatively and on a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria (including assets under management and revenue generated for their firms). Overall, approximately 32,725 advisors were considered, and 5,000 (approximately 15.3 percent of candidates) were recognized. The full methodology2 that Forbes developed in partnership with SHOOK Research is available at www.forbes.com. 1This recognition and the due–diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. Winners are organized and ranked by state. Some states may have more advisors than others. You are encouraged to conduct your own research to determine if the advisor is right for you. 2Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings. Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!