A passion for working with widows

Sep 4, 2011 @ 12:01 am

By Jeff Benjamin

Landing in Houston for a scheduled layover on a business trip in California on the morning of 9/11, Kathleen Rehl never imagined she wouldn't get there.

After the airport was evacuated, the owner of Rehl Financial Advisors spent the night in a Houston hotel, where she experienced a “major anxiety attack.” The next day, she drove back home to Tampa, Fla., leaving her checked-in luggage behind.

For Ms. Rehl, the tragedy of that day was a significant springboard to the transition that has her now almost exclusively committed to providing financial advice and guidance to widows.

“I started working with widows before 9/11, but now it's my whole passion,” she said. “It was after the events of 9/11 that I really started thinking about this.”

Inspired by her pastor husband, Tom, who died in 2007, Ms. Rehl had been specializing in serving members of the clergy prior to 9/11.

These days, with widows and single women now making up a growing portion of her client base, she is spending more time on speaking tours and writing about the unique financial needs of single women.

Last year, Ms. Rehl wrote the independently published book “Moving Forward on Your Own: A Financial Guidebook for Widows.”

“Most financial advisers don't realize or think about the fact that 70% of widows fire their adviser within the first year after their husband dies,” she said.

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Events

Orion's Eric Clarke: What's new at Fuse 2017

Gadget Girl is back on the scene at Fuse with Orion's CEO, Eric Clarke. A new year means new themes and new fintech entrants. Find out what has Orion excited.

Video Spotlight

Are Your Clients Prepared For Market Downturns?

Sponsored by Prudential

Recommended Video

Path to growth

Latest news & opinion

Jerry Schlichter's fee lawsuits have left an indelible mark on the 401(k) industry

After a decade of litigation, fees are lower and retirement plans are more transparent. But have the lawsuits gone too far?

10 best financial adviser jokes

How many financial advisers does it take to screw in a lightbulb?

With margins crashing, broker-dealers look to merge: report

Increased regulation is straining profit margins among broker-dealers, sending many of them into the arms of their bigger brethren.

Hackers may have profited from SEC breach

The hack of the agency's Edgar filing system occurred in 2016, but the regulator didn't conclude until last month that the cybercriminals may have used their bounty to make illicit trades.

Top 10 financial firms ranked by investor satisfaction

Find out which firm took the top slot for overall investor satisfaction for the second year in a row.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print