This Month: Protect Your Loved Ones with a FREE Estate Analysis!

valentine-day-card-1334731-m2It’s almost Valentine’s Day!  Do you have any romantic plans set for Friday night with your significant other? Whether it is a candle lit dinner at a fancy restaurant or you are preparing something special at home, one thing people don’t often think about on Valentine’s Day, or even throughout the year, is making sure your loved ones are always protected in case of an unfortunate event.

Just in time for Valentine’s Day, we are offering a limited number of 1-on-1 sessions to help you get your estate in order. This gives families the chance to sit down with one of our qualified advisors to create a plan that will keep their loved ones informed of important financial & estate information in case something unfortunate occurs.

“Our goal is to help our clients and others in the community to prepare for that unexpected event,” says Joe Overfield, Senior Vice President of the Financial Planning Division. “I recently realized that if something happened to me, my wife would probably not know where to find all of our important account information. Many of the people I talk to have the same concerns, but this topic often does not get addressed by traditional financial planners. Being prepared is the best way to protect those you care about.”

If you haven’t taken the time to organize this information, we can help! Don’t wait until it is too late. Protect your loved ones today!

To schedule your FREE estate analysis, contact Whitney at 614-536-0305, or and mention this post!


Read the Press Release here:



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