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Frye Financial Organizer© binder




Is this you?

  • Two days before an expected hurricane you scramble to get in touch with your insurance agent (after you find his/her number!) to find out if you have enough flood or homeowner’s insurance.
  • One week before your trip abroad you call your attorney to make sure your wills are up to date.
  • As you look at your daily barrage of brokerage statements, you wonder if all of the investments work together, if your money is optimally diversified?
  • You put on a special piece of jewelry and you wonder whether you remembered to add it to your personal articles policy…
   
 
 

Simplify and organize your life with our personalized Financial Organizer©

As a successful business owner or professional, your time is precious to you. You work with a host of professionals: insurance agents, investment managers, attorneys, etc. and you are bombarded with a daily influx of financial statements and information. Keeping track of everything and locating specific information when you need it can become a very time consuming task.

After years of helping clients literally sift through shoeboxes full of documents, we decided to provide them with a unique organizing binder, our Financial Organizer©.

The RESULTS of using the Financial Organizer©

  • A greater sense of confidence about your personal financial record keeping!
  • Being more organized than ever before with all of your most important documents and information in one convenient location!
  • Not having to waste any more valuable time on extended scavenger hunts through home and business file cabinets… (Or the infamous shoeboxes) or on needless phone calls!

Using our organizer will give you control over the endless account numbers, telephone numbers, and details you need to have ready access to. Once you have gathered and entered all the information in your one convenient, accessible binder you will love using it!

Information to be contained in your Financial Organizer©

To help simplify your lives and save valuable time, we have provided sections that will contain the phone numbers, contact information, values, limits, coverage amounts, etc. for all of the following:

My Profile
Social Security numbers, work/school information, physician information
Personal Advisors: Financial Planner,
Attorney, Accountant, etc.

Investment/Bank Accounts
401k/qualified retirement accounts
Bank & personal investment accounts
Trust accounts
529 Plan, etc.
Mortgage/loans
Safe Deposit Box

Insurance Policies
Homeowners
Personal Articles/
Personal Valuables
Health
Disability
Umbrella
Flood
Wind
Long Term Care
Auto
Life:
Key Man
  Second to Die
  Buy-Out
  Personal

Estate Planning
Wills/Advance Directives
Trusts
Business Entities/Asset Protection
Limited Liability Companies
Limited Partnerships
Corporations

As family wealth counselors, one of our goals is to help you simplify and organize your financial planning. For assistance in filling out the required fields and completing your organizer, give us a call at 305-931-3200. We are here to help you get started.

 
 
"Securities and advisory services offered through LPL Financial-- Member FINRA/SIPC"
     
 
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20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200
Fax: 305-931-9383

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with
residents of the following states: AZ, CA, CT, FL, GA, MD, MI, NJ, NY