If your parents were to pass away, would you know where to find all their financial information?
If you were to pass away, would your spouse or children know where to find all the financial information?
If the answer is “no” to either of these questions, Strategic Income Group has the solution for you.
Paid Offering: Strategic Financial Organizer Service
At Strategic Income Group, we offer something called the “Strategic Financial Organizer Service.” This service includes an in-home meeting with one of our financial advisors.
During these meetings, we help clients gather all the information and documents they need. Then, we organize this information into a high-quality leather-bound binder. We then explain everything in the binder and allow clients to order multiple copies for family members.
Free Offering: Strategic Financial Organizer Forms
We realize that not everyone lives close to our office or cares to have us prepare their financial information. We want to help those people, too.
That’s why we are now offering the Strategic Financial Organizer Forms to you free of charge. You can download, print, and fill them out at no charge from Strategic Income Group.
These forms can help you or your parents organize all your important financial information in one place. Here’s a list of forms you’ll receive:
- Personal Information
- Key Contacts
- Income Information
- Expense Information / Additional Service Providers
- Assets Information
- Liabilities Information
- Insurance Information
- Current Prescriptions
- Medication Chart
We believe these forms will make a huge difference for family members during the loss of a loved one.
But we believe the forms alone are not enough. Our goal is to provide you with the financial education you need to make appropriate financial choices – whether you’re a client of Strategic Income Group or not.
That’s why we’re asking that you sign up below for our Strategic Income Group Newsletter. We’ll send you an email with a download link for the Strategic Financial Organizer Forms. We’ll also send you educational emails you can use to forever change your financial future.
Please take a few seconds to fill out the form below. Enjoy your free Strategic Financial Organizer Forms!
Please note that once you subscribe you’ll need to confirm your subscription by checking your email and approving your subscription before you receive your forms. Thank you!