What happens when trust in the people managing your financial future is broken?
Sheila Sanford and her husband, Gil, lived a cautious, careful life, making responsible decisions to protect their retirement. When they hired Saul, a financial advisor with a promising reputation, they believed they were making a wise choice. But what began as steady, transparent advice slowly became a web of complicated investments, missed payments, and growing doubts.
After Gil's health declined and he passed away, Sheila was left to navigate not only grief but a confusing and risky financial maze. Fraud attempts, inaccessible advisors, and opaque ""opportunity zone"" investments masked deeper problems. How much money was lost? Who was really in control?
This is Sheila's account of betrayal disguised as friendship, and the hard lessons learned about boundaries, trust, and protecting yourself in a world where even the most careful can be caught off guard.
About The Author:
Sheila Sanford draws from personal experience to share a cautionary tale for anyone entrusting their financial future to others. Her story highlights the quiet, creeping dangers that can undermine even the most well-planned lives.