"What If”

Do you remember the first time you purchased a house? Do you remember that sense of pride you had? Remember inviting people over to show it off? It didn’t matter how big it was, or how fancy it was…. It was yours. Remember that feeling?

We can promise you something—you will probably not feel that same sense of pride if you purchase a life insurance policy or a long term care insurance policy—even though you should.

  • What if you died tomorrow?
  • What if you needed long term care services tomorrow?
  • What if you lived until age 105? (probably far more likely than dying tomorrow)

Financial planning is partly about helping you address the “What if’s” in life. It’s not always fun, but we think you should feel the same sense of pride by addressing these issues as you did when you purchased that first home. It’s an important part of the planning process, and we’re not scared to talk about it. In fact, we’re the first ones to pat you on the back for taking care of business.

Earl Schultz and Shannon LaRosse are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Strategic Wealth Advisory is not affiliated with USA Financial Securities.

Earl Schultz and Shannon LaRosse are authorized to transact securities related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; SC; WV. Shannon- PA. For investment advisory services these states include: Earl-AR; AZ; DE; FL; NC; NY; PA; RI. Shannon-PA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation. Being a member of Ed Slott’s Elite IRA Advisor Group does not imply a certain level of skill. Plan First, Invest Second and Asset Cycle Portfolio System are registered trademarks of USA Financial Media.

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