6554 US-441, Okeechobee, FL 34974
Monday - Friday: 9AM to 5PM
(561) 316-6076

Preparing For Life’s
Unexpected Moments

EXPECT THE UNEXPECTED

Nobody wants to admit that their time on earth is limited, particularly if you’re young and vital, and have a young family. Right? But the truth is life ends. Quite often, unexpectedly. And, if you’re unprepared for it, not only will your loved ones have the emotional burden of navigating life without you, they’ll have to figure out how to replace your income.

I know it can be overwhelming, thinking about your death, thinking about what would be best for your family’s future. I know it’s not something you’ve dealt with.  I know that you feel alone in trying to figure it all out. And I know that you do not want to leave your family in a bind where they have to worry about how to pay the bills just to live while grieving.

I get it.  I really do. In my previous life as a financial advisor, I also sold life insurance. I saw first-hand the destruction of legacies for those who thought they’d live forever and didn’t plan ahead. I vowed that I would never let that happen to my husband and three kids.

Thankfully I had a plan in place, when I had a major stroke 5 years ago.  My life insurance allowed me the time and space to heal, by replacing the income I would have earned while I was in rehab.

You might be thinking, “But Sheril, I don’t need it now.”

That is awesome!  Young and healthy is the absolute best time to get started.  Life Insurance is less expensive at this time of your life. The price increases as you age and the closer you get to needing it.

Perhaps you’re thinking, “My spouse or partner has a good job, they won’t need the extra income.”

It is wonderful that your partner has a great job!  In reality, most of us need two incomes to thrive in today’s economy.  I ask you, does your partner have the resources to take time off to grieve or to tend to children that may be grieving, or the additional immediate expenses associated with death?

Depending on your health and age, it’s possible to get a $1million policy for as little as $70/month.  This would mean giving up a few Starbucks lattes each month. You’re weighing the future of your children’s ability to get by, perhaps their college tuition against this.

When you invest in your legacy with life insurance, I will serve as the single point of contact upon which your heirs and loved ones can reply.  I’m the project manager, the translator of complex documents, and will bring everyone impacted together and guide them through a difficult time

WHAT ELSE I CAN DO FOR YOUR FISCAL AND PHYSICAL HEALTH

I founded Lakehouse Financial to protect you and your legacy by putting into place a plan for your personal financial health and legacy, your business health and legacy, and your physical health.

PROTECTING YOUR FINANCIAL HEALTH AND LEGACY

Life Insurance & Annuities

PROTECTING YOUR BUSINESS LEGACY

Business Consulting & Exit Planning

PROTECTING YOUR PHYSICAL HEALTH

Medicare Supplement- Advantage & Health Care

Let’s Talk

Protecting Your Financial Health and Legacy

Protecting Your Business Legacy

Protecting Your Physical Health

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