Broker Check
Introducing Everplans from 4:8 Financial

Introducing Everplans from 4:8 Financial

Store and Share Everything Important

An Everplan is a secure, digital archive of everything your loved ones will need should something happen to you. It contains:

  • Wills, Trusts, and insurance policies
  • Important accounts and passwords
  • Info about your home: bills, vendors, etc.
  • Health and medical information
  • Advance Directives and DNRs
  • Final wishes and funeral preferences
  • And much more...

Request your Everplans Invitation Today! 

If you are a 4:8 Financial client, contact us today to receive your Everplans invitation. 

Secure Sharing Of Information

Secure Sharing Of Information

When you invite “Deputies” to your Everplan, they’ll be able to securely understand your wishes, identify accounts, and locate important documents from any internet-connected device.

Experienced Guidance And Resources

Experienced Guidance And Resources

With our guidance, you’ll learn what a complete end-of-life plan should contain, and how to fill in gaps in your planning. We provide recommendations, resources, and checklists to help you on your way.

Custom Fit For Your Situation

Custom Fit For Your Situation

Answer a few simple questions about yourself, and Everplans will create a customized set of planning “to-dos” and help you build an end-of-life plan that’s custom-tailored to your situation.

Security You Can Rely On

Security You Can Rely On

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

READY TO START YOUR EVERPLAN?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Have a Question?

Thank you!
Oops!