Uncomfortable Conversations

Susan K. Severson | Posted: May 17, 2019

During meetings with clients and potential clients, we advisers have the opportunity to talk about many different subjects with you. Along with discussing your overall financial picture, we get to learn about the exciting things that are happening in your lives such as new jobs, upcoming retirements, travel plans, and other adventures that you and your families have been embarking on. However, as much as we enjoy talking with you about the fun things happening in your lives, we sometimes need to have conversations that can feel a little uncomfortable too.

When it comes to difficult discussions about topics such as illness and death, we understand that each of us may see things differently. Some individuals are much more comfortable talking about these subjects than others. One client recently summed it up well by saying, “There is no ‘if’ with dying, only a ‘when’ because none of us are getting out of here alive,” when I was describing to her what would happen with one of her assets if she were to pass away. But there are also many individuals on the other end of the spectrum from her that find the subject of death very uncomfortable. They would rather not think about the sometimes difficult discussions involved in planning for theirs or a loved one’s illness or death.

Unfortunately, we won’t always be aware of needs or opportunities from a planning perspective when it comes to you and your family until we’ve discussed some of these more difficult topics. So, whether you feel that you’re on one end of the spectrum or that you fall somewhere in the middle when it comes to tackling the uncomfortable conversations, please know that as your advisers we are happy to talk with you about any questions you or your family might have regarding planning for some of the more difficult aspects of life. We are also able to help you determine if connecting with another professional such as an estate planning attorney, tax preparer, CPA, or insurance representative might make sense for you or your family. We look forward to talking with you soon!

About the author

Susan K. Severson

Sue is a Lead Wealth Manager working with individuals nearing retirement or those that are already retired. She has over 28 years of experience in the financial services field and actively works with clients, accepting a limited number of new clients each year. When you meet with Sue, you will quickly pick up on her attention to detail and her willingness to go the extra step in helping clients determine and reach their goals now and in retirement. In her free time she enjoys reading, kayaking, spending time with family and friends, and supporting the ACS Relay for Life event, as well as various other charitable organizations in the community.

Certifications, Licenses, and Registrations

  • Registered Principal with Triad Advisors, LLC
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 6, 7, 24, 51, 63, 66
  • Bachelor's Degree - Business Administration; Wartburg College

Send this blog post to someone:

SUBMIT