A properly prepared power of attorney gives you peace of mind and control. This document ensures your trusted agent can: - manage finances and pay bills - Handle banking, investments, and property matters - Communicate with institutions on your behalf - Make healthcare decisions

Now is the time to review your family’s plans and documents. - update beneficiaries on all your life insurance policies, retirement accounts, and bank accounts. - Check your power of attorney paperwork - Review your will and trust - Organize important documents

It’s time to create your family bank. Let me show you how.

As we come to the end of the year…where are you I. Your faith walk? I’m rooting for you to step into this next year with boldness, clarity, and giant faith!

The EIN can help to separate your business and personal finances…