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SMITH PROPERTY & INVESTMENTS A Private Entity

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Presentation on theme: "SMITH PROPERTY & INVESTMENTS A Private Entity"— Presentation transcript:

1 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS You, Your Family And Future! PROPERTY & INVESTMENTS FINANCIAL ACCOUNT MANAGEMENT Financial solutions for you and your family and your future! Brought to you by Smith Properties and Investments. Account Pamela & Associates PHONE: WEB:

2 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS FROM OUR FAMILY TO YOURS, WELCOME! From our family to yours, welcome! Account Pamela & Associates PHONE: WEB:

3 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS Your Life! Family & Career! You! Account Pamela & Associates offers various financial solutions which encompass you, your family, career and every aspect of your life! Account Pamela & Associates PHONE: WEB:

4 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS LIFE CARE CONTRACTS It is our responsibility to offer you tools to secure your life! A topic to cover with you are Life Care Contracts. Life Care Contracts offer comprehensive information regarding your care when it is least convenient for you during an illness or upon death. Life Care Contracts offer your decisions regarding your immediate, long-term or internment care. Life Care Contracts work much like a will or estate plan, except, Life Care Contracts offer guidance for every aspect of your life. Account Pamela & Associates PHONE: WEB:

5 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS DIRECTIVES AND POWER OF ATTORNEY A Life Care Contract is designed to list all of your living care directives and power of attorney appointed representatives. Life Care Contracts are useful for those who you appoint for your immediate care and the protection of your assets. Life Care Contracts are extremely resourceful for guardianships, conservatorships and personal representatives. Account Pamela & Associates PHONE: WEB:

6 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS WILLS, ESTATES AND TRUSTS Life Care Contracts list and include your will, trust and estate information. As with all wills and directives, it is recommended to file your will and estate information with the probate courts of the jurisdiction where you live. Account Pamela & Associates PHONE: WEB:

7 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS FINANCIAL PLANS OR OBLIGATIONS Your financial plans and obligations can be best addressed with the use of a life care contract. All of your personal wishes and decisions for life care, health, financial and estate information are conveniently available to those you choose for your care while you are incapacitated or if you are found to be incompetent to care for yourself. Account Pamela & Associates PHONE: WEB:

8 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS PERSONAL SERVICES AND CONTACT INFORMATION Your life care contract will also conveniently list your decisions for personal care services such as your stylist or lawn care service and all necessary contact information for you if you should become incapacitated or upon your death. Your Life Care Contract has your emergency contact information, friends, family and neighbor contact information including your physicians and medications and more. Account Pamela & Associates PHONE: WEB:

9 SMITH PROPERTY & INVESTMENTS A Private Entity
FINANCIAL SOLUTIONS LISTING OF ASSETS AND/ OR SCHEDULE OF ITEMS Your life care contract will also list of your assets and/or a Schedule of Items. Account Pamela & Associates PHONE: WEB:

10 SMITH PROPERTY & INVESTMENTS A Private Entity
LIFE CARE PLANNING What is Life Care Planning? Life Care Contracts are among the various services available for you and your family. We recommend you schedule an appointment to create your Life Care Contract to save yourself money, time and to relieve your family and friends unnecessary grief. Remember to change your Life Care Contract as often as you need with updated information. It’s a sound decision to show your family you care! This message is brought to you by Smith Properties & Investments. Contact your Agent Representative at Account Pamela & Associates, if you should have questions, would like to schedule an appointment or offer a referral! Thank you! Account Pamela & Associates PHONE: WEB:

11 SMITH PROPERTY & INVESTMENTS A Private Entity
LIFE CARE PLANNING Life Care Planning Details: Life Care Directives Named Power of Attorney and Medical Representatives Any Decisions Regarding Your Care Account Pamela & Associates PHONE: WEB:

12 SMITH PROPERTY & INVESTMENTS A Private Entity
LIFE CARE PLANNING LIFE CARE PLANNING BENEFITS Life Care Contracts are among the various services available for you and your family. We recommend you schedule an appointment to create your Life Care Contract to save yourself money, time and to relieve your family and friends unnecessary grief. Remember to change your Life Care Contract as often as you need with updated information. It’s a sound decision to show your family you care! This message is brought to you by Smith Properties & Investments. Contact your Agent Representative at Account Pamela & Associates, if you should have questions, would like to schedule an appointment or offer a referral! Thank you! Account Pamela & Associates PHONE: WEB:

13 SMITH PROPERTY & INVESTMENTS A Private Entity
LIFE CARE PLANNING RECOMMENDATIONS Account Pamela & Associates PHONE: WEB:

14 SMITH PROPERTY & INVESTMENTS A Private Entity
LIFE CARE PLANNING OTHER SERVICES This message is brought to you by Smith Properties & Investments. Contact your Agent Representative at Account Pamela & Associates, if you should have questions, would like to schedule an appointment or offer a referral! Thank you! Account Pamela & Associates PHONE: WEB:

15 SMITH PROPERTY & INVESTMENTS A Private Entity
LIFE CARE PLANNING You, Your Family And Future! PROPERTY & INVESTMENTS FINANCIAL ACCOUNT MANAGEMENT Family Owned and Operated Account Pamela & Associates PHONE: WEB:


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