Ok folks, I cannot emphasize how important it is for you to organize ALL of your pertinent documents! More specifically, you need to know where to locate
your bank statements, bills, home/auto insurance, and definitely your LIFE INSURANCE policies. This information can also be scanned (if you have patience) into a electronic file onto your computer or stored on CD etc....some place SECURE!

I have met with clients that say, "Give me a couple of days before we meet, because I have to try to FIND......"

It is so important to be organized with this valuable information in case of emergency. LIFE HAPPENS, Folks! I told you last week...my dear father had a blood clot in his lung...there was a happy ending in that he is still here with us...however, we all know what the opposite ending could've been. I know where to find all of his important documents!

As a reminder AGAIN, if you haven't secured life insurance, do not delay. If you think you cannot afford it, remember that your family cannot afford for you to be without it later.
For example, I have secured life insurance for a 40 yr. old female for as low as $25 a month. Don't forget that Life Insurance is the only financial vehicle whereas you can pass on a "LARGE" sum of money to a heir without taxation! You can also secure retirement and college savings via various life insurance vehicles as well.

If you know someone who is at least 64 1/2 yrs. old, tell them to contact me to discuss their Medicare options today, Medicare is a valuable to for them to manage their healthcare costs!

One last thing, if you currently do not have health or dental insurance...let me know, I can help you!