Then Lon Gulberg, a financial advisor and personal banker in the group, pulled me aside to share his story â€¦ to tell me how he began working with a couple about 10 years who had recently retired.
They wanted help in managing their finances so they could truly enjoy their retirement, which included lots of travel to their many children and grandchildren across the country.
spoke to the couple on many occasions, talking about a wide range of topics, many of which did not include financial planning.
He just plain liked the couple and wanted to be their friend as well as their advisor.
Some time later, the husband was diagnosed with cancer, and the couple's retirement plans changed quickly.
The husband went through months of treatments, some that worked and some that didn't, until he
eventually lost his
battle with cancer.
A few days after the funeral, Lon
met with the wife to discuss the financial status of their accounts, and in his
words, "The conversation I had with her
was one that I will never forget.â€
The wife explained that a few days before her
husband passed away, she
told him she
had never involved herself in the financial matters of the family and didn't know if she
could handle those things.
ailing husband took her
by the hand and said, "Everything is in place for you.
You don't have to worry about the finances.
The only thing you need to do is call Lon; he'll take care of everything.
And it will be done in the best interest of you and our family.â€
had given that couple a Valentine's gift that lasted a lifetime â€¦ a relationship they could trust â€¦ a relationship that gave them a sense of safety and security.
And they gave him a Valentine's gift in return.
told me, "That husband's comment and that wife's sense of peace have deeply impacted my life.