Download your organizer HERE.

The gift of peace of mind. That’s what you offer to your loved ones and personal advisors with a completed Financial Life Document Organizer. By having all of your vital information readily available in one place, you’re empowering them to act on your behalf as needed in the event of a catastrophe, serious illness, disability, or death.

This resource allows you to gather important aspects of your financial life in one place, such as letters of instruction to key individuals, personal information, important contacts, and essential documents. Your financial advisor can assist you in completing the process.

You’ve worked hard to build your life. Protect your resources and the ones you love with the knowledge they need.

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Securities offered through Private Client Services LLC, Member FINRA/SIPC. Advisory products and services offered through 6 Meridian LLC, a Registered Investment Advisor. Private Client Services LLC and 6 Meridian LLC are unaffliated entities. 6 Meridian LLC is a Registered Investment Adviser. This update is solely for informational purposes. Advisory services ar e only offered to clients or prospective clients where 6 Meridian LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by 6 Meridian LLC unless a client service agreement is in place. This document and any attachments contain information that is confidential and/or privileged and is intended for use only by the person(s) identified pages 3 – 4. If you are not the intended recipient, or the employee or agent responsible for delivering the document to the intended recipient, you are notified that any review, copying, distribution or use of this document is strictly prohibited. If you have received this document in error, please (i) notify 6 Meridian or the intended recipient immediately by emailor by telephone and (ii) destroy all copies of this document. 6 Meridian, LLC and its representatives, acting in good faith, shall not be liable for any act or failure to act by any other party that results in the loss or unauthorized access of this document.

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6 Meridian is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC.

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