Since we are all confined to our homes for the foreseeable future, we thought that this was a good opportunity to help you organize your important information in a convenient way to share with your loved ones.
Our Preparing for Emergencies Information Packet will help you get started. When you’re caught in an emergency situation, you won’t have much time to retrieve information. Organizing contact phone numbers, financial records, medical and property insurance policies, and personal identification information will make it easier for you to access resources quickly. The time you spend on these worksheets now can potentially save you hours of headaches down the road.
Should you have any immediate worries or concerns, please don’t hesitate to reach out to us. We are here to support you in any way we can.
This information is not intended as authoritative guidance or tax or legal advice.
Securities offered through LPL Financial, member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC (GRP) a registered investment advisor. GRP, Washington Financial Group and Hub International are separate and unaffiliated with LPL Financial.