Your Financial Journey
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Your Financial Journey
Your Financial Journey: Life's Most Important Documents
Do you have a documented Power of Attorney for Healthcare? Who will pay your bills should a serious accident or illness prohibit you from handling your financial affairs? Do you have the deed to your home, your life insurance policies and your Will and other estate planning documents on hand? To discuss these and more of life's most important documents, Executive Vice President, Doug DeGroot is joined by Investment Advisor Representative, AVP & Trust Officer Nicole Smit and Investment Advisor Representative Laura Fasan. Listen in as they talk about the importance of having, keeping and sharing Life's Most Important Documents.
With You Every Step of the Way
With over seven decades of collective experience, Providence Wealth Advisors has the expertise necessary to understand your financial goals and identify the best strategy to achieve them.
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