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3509 East Shea Boulevard
Suite 112
Phoenix, AZ 85028

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Scott D. Horner

(602) 263-3616

 

Document Organizer

You've planned for many things: your first home, children, retirement. But have you planned for the unexpected-- your own incapacity or death. Providing basic information about your finances and personal wishes alleviates the confusion in an already emotional time. Take a few minutes and complete the organizer. The organizer will assist you in providing the information your family will need in a time of incapacity or death.  Keep a copy in a safe place with other important documents and give one to your trusted advisors. Click on the picture below to see the document.