Have you ever
tried to explain your financial situation to someone? Or get all the paperwork
apply for Medicaid for instance? It is an overwhelming and tedious procedure.
want to help
you put all your information in order in one place.
I made a
“Living Portfolio” for my parents and when my father passed away leaving my
mother in my care as she had late stage dementia, the portfolio had every
aspect of their business affairs in order so I was able to take my father’s
place in caring for my mother. My mother passed nine months later and again the
portfolio was a lifesaver in that I had all I needed in the “Portfolio”
to settle her estate. I too have a “Pickett Portfolio” so if anything should
happen to me my husband will have the ability to move on more smoothly.
Services produces an organized portfolio of your current situation; a quick
Medicaid or consult a financial planner for the first time. Considering Estate
We offer a sigh of relief to the next of kin; the portfolio is very user friendly. The best part is I
help take the
stress off of your shoulders by putting all of your information together for