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Saturday, June 29, 2013

Advice for a Healthy Financial Future - Karla White



Having faced the diagnosis of terminal cancer, and then subsequently the loss of my husband, I know
firsthand that everything can change in an instant. Don't make the mistake of not getting help with this
important issue, as it can have a huge effect on your loved ones.

“IT CAN ALL CHANGE IN AN INSTANT”
We all have the things we want to do ‐ “our bucket lists” – but how many times are these dreams suddenly changed when the unexpected happens. We have all heard, or even had some firsthand experience, of the stories where the impact of illness or death of a family member is catastrophic, leaving some families in complete devastation. While doing nothing is an option, I do not believe it is the best one. Everyone will at some point in the future face the inevitable, and putting a plan into place can substantially improve the outcome ‐ it will not tempt fate.

“THE BEST TIME TO PLAN”
One question that a lot of people ask is when is the right time to start the process? People hesitate
because they're not sure if they have enough assets to make an effective plan, or are not sure if estate
planning will affect them, or how to handle long term health ramifications. But without careful planning,
your money and assets could end up going to the wrong people. If you want to ensure that your loved
ones can survive after you have passed on and that your hard earned assets are protected, plan now when you are still healthy and insurable.

“THE FUTURE IS NOW”
No matter what age you are, you need to consider your financial future now. Accidents can happen at any time, and you never know when you might pass away. While planning can be difficult to define, it involves caring for yourself and your family and distributing the assets and property you have saved and managed most effectively. You don't need to take any extra chances, when it's perfectly within your power to do something about it now. Sit down with me and together we will be able to come up with the best plan for supporting your family. I can use my real life experiences combined with my professional financial background to help you get the job done right and make sure that your loved ones are well taken care of.
Make an appointment to find out if I might be the right financial advisor for you I will reward you with a $75 Gift Card to ‘La Te Da Salon and Spa’ for your valuable time.
Please call my office today and ask Colleen to set up an appointment for an Opportunity Meeting with Karla and I will have your gift card waiting for you when we meet. (239) 288-0977

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