Current Clients  
   
 

Current Clients

 


  Account access

  Monthly Updates
 
 
 
 

Get Your House in Order




If a crisis occurred in your life whereby your loved ones lives were in danger and their fate partially depended on whether or not you were adequately prepared, how would you feel? What if you had the opportunity to change your desired outcome by simply getting organized?
 
At Colgan Capital, we now have a simple yet powerful service called “getting your house in order.” It is incredibly valuable and could quite literally save your life or the life of those you love!

Together, we go over our list of 38 vital documents that need to be in your safe, tell you why they need to be in the safe, and organize them for you. We’ll even review the documents as we are organizing them to assure everything is up to date and accurate.

If you are intrigued but not entirely convinced please read the following TRUE story:
A colleague of mine got divorced and then remarried. His new wife had an incredibly intense migraine that would not go away so they went to the emergency room. His wife lost consciousness. The emergency room doctor asked him what drugs his wife used. He didn’t know off the top of his head, so he called her pharmacy. The pharmacy refused to tell him. You know why? HIPPA laws. They said if he had a power of attorney (POA) for his wife, and faxed it to them, they would tell him. 
 
He knew she had a POA, so he ran home to go get it. When he got there he was devastated. The person with authority was her ex-husband. She never got around to changing it after she re-married my colleague. Then, my colleague had to call up the ex-husband (with whom he was UnotU on good terms with) and get him to call the pharmacy. Then my colleague had to get the ex-husband to go down to the ER and decide the fate of his wife (whether or not they would pull the plug).
 
I know what you are thinking. “That is horrible but it will never happen to me.” Well, my colleague thought the same thing. He is in the financial services business, and even he did not have his financial house in order.
 
True peace of mind, what is it worth? How much does it cost? Our "GYHO" Service takes about 60 minutes to complete in our office and it only costs $350. A true bargain for peace of mind. And, if you call by August 30th to schedule an appointment you will receive a $100 Sentry fireproof/waterproof safe FREE.
 
Guaranteed. Your peace of mind is 100% guaranteed — that’s right, if you are unsatisfied with the service in any way, we will provide you with a $350 refund. You have nothing to lose.
 
I know it sounds cliché but this service has been unbelievably popular and our schedule fills rather quickly. So, give Susie a call at 419-2270 to schedule your appointment and get your peace of mind. I look forward to having the opportunity to meet with you and give you the protection you and your family deserve.
 


PERSONAL UPDATE

Kathy, Christopher, Emily and I are excited to announce a new addition to the family. A Puppy! He is a baby black lab and we are picking him up on August 25th. Not even sure which one yet. It will be one of these three boys...



Monthly update, August 2010
Monthly update, May 2010
Monthly update, April 2010
Monthly update, March 2010
Monthly update, February 2010
Monthly Update, January 2010
Monthly update, December 2009
Monthly update, November 2009
Monthly update, October 2009
Monthly update, September 2009
Monthly update, August 2009
Monthly update July 2009
Monthly Update, June 2009
Monthly update, May 2009
Monthly update, April 2009
Monthly update, March, 2009
Monthly update, February 2009
Monthly update, January 2009
Monthly update, November, 2008
Monthly update, October 2008
Monthly Update, September 2008
Monthly Update August 2008
Monthly Update July 2008
Monthly Update June 2008
Monthly Update April / May 2008
Monthly Update Frebruary 2008
Monthly Update January 2008

Colgan Capital: Monthly Updates November 2007
Colgan Capital: Monthly Update October 2007
Colgan Capital : Monthly Updates September 2007
Colgan Capital : Monthly Updates August 2007
Colgan Capital : Monthly Updates July 2007
Colgan Capital : Monthly Updates June 2007
Colgan Capital : Monthly Updates May 2007
Colgan Capital : Monthly Updates April 2007
Colgan Capital : Monthly Updates March 2007
Colgan Capital : Monthly Updates February 2007
Colgan Capital : Monthly Updates December 2006
Colgan Capital : Monthly Updates November 2006
Colgan Capital : Monthly Updates October 2006
Colgan Capital : Monthly Updates September 2006
Colgan Capital : Monthly Updates August 2006
Colgan Capital : Monthly Updates July 2006
Colgan Capital : Monthly Updates June 2006
Colgan Capital : Monthly Updates April 2006
Colgan Capital : Monthly Updates February 2006
Colgan Capital : Monthly Updates January 2006
Colgan Capital : Monthly Updates October 2005
 
  Copyright © 2009 Colgan Capital, LLC.   FAQs | Glossary | Site Map | Privacy Policy