Financial house

Keeping important documents and financial records organized and readily available is one of the best gifts you can give those you love. In the event of a catastrophe or serious illness, disability, or death, having your documents organized together will immediately provide vital, timely information to both your family and professional advisors.

• Am I confident my retirement income planning strategy for the future will work?
• If something were to happen to me tomorrow, is my family taken care of with life insurance?
• Do I have a will in place to avoid conflict? How do I address estate and legacy planning?
• Do my spouse/children know where my important papers and policies are?
• Could my spouse handle our retirement strategy tomorrow, if I were no longer around?
• Do I know at what age I should begin receiving Social Security benefits?
  

IF YOUR ANSWER IS “NO” TO ANY OF THESE QUESTIONS, THEN YOUR FINANCIAL HOUSE MAY NOT BE IN ORDER.  DOWNLOAD THIS VITAL DOCUMENTS LOCATOR AND CONTACT US SO WE MAY HELP.