Peace of Mind Checklist

bw-data-image-cropfrom The Harvest Group

Ask yourself these tough questions: If you or your spouse becomes unable to make financial decisions, will you know:

  • Where to find important financial documents?
  • Whom to call to adjust taxes, claim disability benefits and execute powers of attorney?
  • At what institution(s) your assets are held?

Download and complete this financial information booklet and keep it with other important documents that chronicle your financial life. It will help you answer “yes” to these and other important questions.

©2018 The Harvest Group Wealth Management, LLC. All rights reserved.   |   Powered by Sales Renewal   |   Admin Login   |   Legal