Protect the Ones Who Matter Most
November is…
Long Term Care Awareness Month
Welcome to November! This month is all about raising awareness for Long Term Care, and it really makes me think about the beautiful journey of life—filled with love, dreams, and the legacies we create for ourselves and our families. That’s why I wanted to reach out and share this with you.
November is such a great time to dive into the importance of planning for Long Term Care as we age and start planning for the year ahead. It’s an opportunity to learn how to stay healthy both physically and financially. It’s also a moment to appreciate those around us who have bravely faced sickness, as well as the incredible caregivers who give so much of themselves. Plus, it’s a chance for us to think about the preventive steps we can take to support ourselves and our families in case the unexpected happens.
I would love to sit down with you and chat about what this journey looks like for you and your loved ones.
Just click the link below, pick an area that interests you most, and let’s start this meaningful conversation together. I’m truly excited to help you prioritize self-care and nurture your family legacy, guiding you and yours toward a fulfilling and joyful November and beyond.
For more info click here: https://bit.ly/3MF6zpG
Marjorie Dejour Morales
CEO/Founder
In a world that demands excellence at work, at home, and with finances, the sooner you secure the future you want for yourself and for those you love, the better. Fortunately, at Unifen, you can choose from seven ways to generate income or protect it. You can also invest in assets as well as in yourself.
Find out today what you can do with a few hundred or a few thousand dollars.
Book your Free Consultation
Financial Services
Select your introductory session in the form of workshops to learn more about your options for generating income, protecting it, and investing. You may book a free consultation (see the button above) to request financial services directly, if you already know what you want.
Let’s get started!
This is for students, graduates, couples, and business owners who want to own a home, invest in real estate, plan for future needs and expenses by budgeting with cash flow, understand how money and credit work, or learn how to raise credit scores.
To start your homeownership journey or diversify your real estate investment portfolio, you’ve come to the right place. To consider your options and qualify for the specific vision you want to materialize, attend this workshop so we can evaluate your current standing together.
Secure your family’s well-being for the long term. What an invaluable gift to bestow on loved ones whether you’re starting out or improving current solutions with the indirect benefit of better health conditions without money worries.
The best path forward exists for your organization and for your personal finances. With your finance professional, you can allocate your yearly revenues and expenses in advance, even take precautions regarding a number of unexpected life events, depending on your situation. Efficiently, plan how you pay taxes.
The best moment to plan for your retirement is as early as possible, which timeframe may mean something totally different for one person or another. Anyway, today’s the day that you’re going to make the most of the time that you have and the assets that are available to you to look after yourself in your retirement.
Create a plan to ensure that your assets and values are passed on to your loved ones in a way that aligns with your wishes. This involves taking steps to protect your assets, minimize taxes, and establish a clear distribution plan to leave a lasting impact as your legacy cares for your family and community.
Find out today what you can do with a few hundred or a few thousand dollars.