Caitlyn Parker, Financial Educator & Benefits Specialist

Did you know?

Welcome to February! It’s Financial February! What are some of your financial goals? Budgeting? Building an emergency fund? Preparing for retirement? Getting your estate planning documents in order? Saving for a dream vacation?

When life changes, so does your financial needs. Get your free financial needs analysis today. All analysis are done over zoom, so schedule at your convenient timing! Let’s get you back on the right track!

As we approach the end of the year and renewals of benefits, this is your reminder to make sure your beneficiaries are updated. This includes beneficiaries on your life insurance (group and individual), 401ks, IRA's, stocks, even bank accounts! It is also the time to review your life insurance policies to see if you have enough coverage! Contact your advisor today.

As we enter December, this is your reminder to book your preventative appointments with your primary care providers, and to use up your benefits for the year. Your benefits could include getting your eyes checked up, getting your teeth cleaned, getting your annual well visits, your mammogram, and using up all of your flexible spending benefits that will expire on 12/31.

Did you know that some of your health plans give you healthy rewards for getting your preventatives done?

Need health insurance but scared it may cost too much or don't know how to get one suitable?
Did you know that 9 out of 10 people qualify for $0/m or low cost premium for a fully qualified health plan?

Comment below or click on https://bit.ly/caitlynquotemeplease There is no cost to check or get help to enroll if you qualify.

Caitlyn Parker, Financial Educator & Benefits Specialist College Consultant. Licensed Professional. Health Benefits Specialist. Estate Planning Specialist.

Happy thanksgiving week! We are thankful for you all!

Need health insurance but scared you cannot afford it? Are you a part timer? Do you work in the restaurant industry? Are you a seasonal worker?

Did you know that 9 out of 10 people qualify for $0/m or low cost premium for a fully qualified health plan? Scan the QR code to find out. There is no cost to check or get help to enroll if you qualify.

Caitlyn Parker, Financial Educator & Benefits Specialist College Consultant. Licensed Professional. Health Benefits Specialist. Estate Planning Specialist.

Happy Early Veteran’s Day to all our veterans! Thank you for serving our country!! 11/11/2023

Gosh, I sure do love what I do! And I am so grateful for clients who sings such high praises. Thank you for trusting in me!

Best part of waking up to a client email you have been helping with all week is seeing their issues resolved and they’re so happy, and grateful. Thank you to my clients for always believing in me! I will go the extra mile for you!

Let me know if I can assist you with anything! Happy to help!