by Sharlene Jamison
Do you have a plan in place? Will you be able to maintain your standard of living?
Are you prepared for life's WHAT IF moments?
Preparing a plan can prepare you for the possible pitfalls that may affect your livelihood and, most of all, the way you enjoy living.
Sharlene Jamison, Financial Consultant, of the Meridian Financial Company can help you navigate your future...for the WHAT IF in life.
Scenario:
PLANNING FOR A FAMILY
Samantha and Jerry are getting married. They have decided to start a family together. They are both in their mid 30’s with successful careers. Samantha is an executive director for her company. She earns $80,000 annually. Jerry earns 45,000 as a contractor for an electrical company. They currently reside in a city apartment.
Their decision to start a family has helped them enforce priorities regarding finances and managing risk. They have decided to protect their income so they could maintain their lifestyle in the event that life’s challenges step-in while planning for their future family.
They’ve decided to get a financial adviser to help create a financial plan to keep them on course, to fulfill their dreams and goals of preparing for their future family, and to protect their income.
Samantha and Jerry are considering raising their children in the suburbs.
Unfortunately, Samantha was terminated from her job one week prior to knowing she is pregnant. While in her third month she has been informed by her doctor to have bed rest throughout the entirety of her pregnancy due to internal complications.
Concerns:
The ‘What If’ has taken place in their lives.
Did the couple stay on course to protect their income for their dreams?
Did the couple purchase disability income and life insurance protection?
Did the couple follow the advice of their financial adviser?
Can they still run the course of fulfilling their personal financial dreams with this unexpected event?
The ’WHAT IF’ has taken place in the life Samantha and Jerry.
WHAT IF this happened to you...After all, IF is the center of LIFE.
Sharlene Jamison, Financial Consultant, can help you navigate your future for the WHAT IF in life, She offers securities through Cadaret Grant & Co, Member FINRA/SIPC, and is affiliated with The Meridian Financial Company,
The Meridian Financial Company
"Navigating The Future"
90 Lawrence Ave, Smithtown, NY, 11787
T-631-656-8198 - C- 917-670-5994
www.sharlenejamison.com
sjamison@ae.cadaretgrant.com