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“Life begins AT THE END of your comfort zone” (Neale Donald Walsch)
Our lives go by so fast it’s hard to realize where we are in the big picture. Making preparations to ease frustrations in a structured way will alleviate confusion in your future. By choosing to have a “Living Portfolio” with an ...

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Knowing that all our life information is in our Living Portfolio makes me feel confident that my husband who does no paperwork in our household will be able to navigate our documents if something should happen to me. Please let me help you understand how great it feels to know you're making it a ...

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My name is Carol Pickett, I would really like to get to know you and show you how I can give you peace of mind knowing all your important documents are in one place and organized for your convenience.

What is a Living Portfolio?

Have you ever tried to explain your financial situation to someone? Or get all the paperwork together to apply for Medicaid for instance? It is an overwhelming and tedious procedure. We 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.   

Pickett Services produces an organized portfolio of your current situation; a quick reference to apply for Medicaid or consult a financial planner for the first time. Considering Estate Planning? 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 you.

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  • (360) 807-4339

Business Hours

Mon:9:00 AM – 6:00 PM
Tue:9:00 AM – 6:00 PM
Wed:9:00 AM – 6:00 PM
Thu:9:00 AM – 6:00 PM
Fri:9:00 AM – 6:00 PM
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