Is your financial house in order?

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.

Ask yourself these questions:

• 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?
• What are my options for Social Security?

If your answer is “no” to any of these questions, then your financial house may not be in order.  Contact us today and let us help.