We’re heading into the summer months and we hope you can find some time to relax and enjoy a baseball game, some barbeques or a vacation with loved ones. As promised, we’ll be featuring one of the 7 steps of the Freedom7 process each month and we thought that sharing Everplans this month was timely. Although no one wants to think about the end-of-life planning process as you spend time with loved ones this summer, we’d like to introduce you to Everplans. It’s a way for you to take control of the end-of-life planning process by securely storing items such as wills, important passwords and funeral wishes in your very own safe and shareable paperless vault making logistics easier for those you love when you’re gone.
We’re always thinking about taking care of our loved ones financially should something happen to us, but the practical part of what your loved ones need to do should something happen to you can create confusion and worry. The last thing you want your loved ones doing is worrying about tracking down important documents or even arguing about what your last wishes might be. Once our team saw all the features and benefits available to our clients with Everplans, we were excited to incorporate it into our 7-step financial planning process, Freedom7. Your loved ones will have everything they need so they can simply celebrate your life and legacy. Our article explains more about the features and benefits of Everplans. You’ll learn about what can be stored, how your loved ones can access the information, as well as security features.
We’ll continue to feature all the components of our new Freedom7 financial planning process over the next few months, but you don’t have to wait to learn more. We encourage you to make an appointment with us and we’ll introduce all the Freedom7 components during our checkpoint meeting. If you have family or friends that you think we can help, please don’t hesitate to refer them to us for a consultation too. For an appointment, please call 301.595.8600.
We hope to see you soon!
Todd M. Wike, CFP®
CERTIFIED FINANCIAL PLANNER™
Managing Partner, Potomac Financial Group
2018 RJFS Chairman’s Council Member*
The information contained in this material does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Todd Wike and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Keep in mind that individuals cannot invest directly in any index, and index performance does not include transaction costs or other fees, which will affect actual investment performance. Individual investor’s results will vary. Past performance does not guarantee future results. Future investment performance cannot be guaranteed, investment yields will fluctuate with market conditions. Raymond James is not affiliated with and does not endorse the services or opinions of the various podcasts or applications discussed in this material. Chairman’s Council Membership is based on prior fiscal year production. Re-qualification is required annually.