As a financial professional who believes in the importance of preparation, I want to tell you about an exclusive program. The Family Love Letter was created to help guide your loved ones through one of life’s most difficult and confusing times. It provides a single place to record all of the legal, financial and personal information needed when a loved one’s life ends. By putting all these essentials in one place, you’ll be getting your house in order for those you love.
Having a completed Family Love Letter will put your mind at ease and help smooth the way for your family. But it can also be used as a starting point for developing a solid financial strategy for your future. Once the love letters are complete, we encourage participants to sit down with their families and walk through the information.