Strawderman Financial would like to take a moment to congratulate you on your decision to protect your family!
After a decade of helping families nationwide with life, health & retirement solutions we have found that the greatest value we can offer our clients is through resources to help them on ways to protect their loved ones.
These are complimentary resources that you can do at your own leisure!
It's highly recommended for all of our clients to take the next steps in securing their future and of course if you have any questions we are here for you!
So without further ado we would like to thank you again for being a valued client
At No Cost- We have provided the following resources
1) Last Will & Testament
A will ensures your assets go where you intend and your final wishes are respected. Without one, state laws decide for you. Creating a will is a crucial step for every family.
***We do not assist with Living Trusts nor do we provide legal advice. However, we strongly encourage all homeowners to consider establishing a living trust to help your family avoid probate court and potentially high attorney fees. While attorney-prepared trusts generally cost $1,500–$2,000, there are DIY options available for less. For your peace of mind, we recommend working directly with a qualified attorney to ensure everything is set up correctly***
2) Funeral Planning Form
A funeral planning form lets you specify details such as your preferred funeral home, type of service, and any special requests. This removes guesswork for your family, avoids conflict, and ensures your wishes are followed—while also protecting your loved ones from unnecessary costs.
3) Survivor’s Checklist
Losing a loved one is overwhelming. Our checklist guides your family through the practical steps to take immediately, within one month, and within nine months of a passing. Combined with proper life insurance, this resource offers clarity and comfort during a challenging time.
4) Retirement Miracle Workbook
We specialize in helping individuals properly plan and prepare for retirement. If you—or anyone you know—are between the ages of 59 and 65 or approaching retirement soon. We would like to offer a complimentary Personalized Retirement Benefit Consultation. Learn how you can roll over a portion of your 401(k) into a lifetime guaranteed income stream, designed to provide Income that lasts for the rest of your life, Protection of your principal, Shielding against market volatility.
Thank you for trusting Strawderman Financial! We’re honored to support you on your financial journey—and we’re always here to help you, your family, or anyone you know plan confidently for the future.
We help individuals and families of all ages (0-89) with:
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Life, Health, & Retirement Solutions
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Mortgage & Asset Protection
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Whole Life & Permanent Coverage
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401(k) Rollovers
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Annuities & IRAs
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Health Plans (Under 65)
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Final Expense & Burial Coverage
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Let’s ensure you and those you care about are prepared for whatever comes next.
We’re here to help you—and anyone you refer—with Life, Health, and Retirement solutions!
Reach out today to hear about how a lifetime guaranteed income stream can secure your future
