Catastrophe Preparedness

Thursday, June 21, 2018 Joseph M. Prisco Jr., JD, CFP®

Dear Friends and Clients,

As you may know, Hurricane season is every year from June 1 st to November 30 th , however, a catastrophic event occur nearly anywhere at any time. As such, we should all consider contingencies.

As advocates for your financial well-being, it is critically important we remain locatable and communicative despite such an event.  My objective is to provide seamless service to you in the face of a storm or other disaster. 

As such, Advocacy Financial utilizes partners and contingencies.  Alternate contact information is on the following page should I not be reachable in a normal manner.

If you have not done so already, I strongly encourage you to please establish online logins for your financial and insurance providers for you and your loved ones.  For Fidelity, please visit here: https://www.fidelity.com/.  Fidelity, as well as other important links, is also available at www.advocacyfinancial.com. For insurance and annuity companies, please visit the website of your policy provider and register your policies. 

If you need assistance in the process of getting set up online, please let me know.  Also, please consider the use of a password keeper such as Last Pass:  www.lastpass.com.

Furthermore, included below is other information that you may find helpful in preparation of an event or hurricane season.  Please take a look and discuss your contingency and evacuation plans with your friends and family.

Thank you for the privilege of serving you and I wish you and your family a safe and uneventful year.  In the meantime, please don’t hesitate to write or call if I can be of assistance or to set up a time to review.

Item

Phone Number or Email

Mr. Prisco’s Direct Mobile

985-237-0826

Direct Email

jprisco@advocacyfinancial.com

Law Firm Email

joe@equitableadvocacy.com

Advocacy Financial, Toll Free

888-787-4590

Alt. Location / Law Office Phone

985-590-4963

BEAM Home Office

985-893-1440

Fidelity Customer Service

800-343-3548

Alternate Office Locations

Address

Local Alternate Office Location

72096 Ramos Ave., Covington, LA

North Carolina Evacuation Address

55 Spring House Rd., Lake Toxaway, NC


PREPAREDNESS ITEMS

Electronic Backup of Documents: Please consider all of the important documents at risk of being lost should your home or business flood, burn, or some other tragedy.  We suggest keeping electronic copies of documents for efficient recovery, as well as back-ups of the electronic copies.  Please utilize the cloud, such as Apple iCloud or www.dropbox.com. The purchase and use of a scanner is highly recommended.  The ability to scan, store, and email documents securely will increase your peace of mind, as well as efficiency in conducting the administration of life.  Please take a look at two suggestions for reasonably priced double sided scanners available from Amazon for light use: Fujitsu ScanSnap S1300i Mobile Document Scanner by Fujitsu Link: https://amzn.com/B008HBFADQ and Brother ADS1500W Compact Color Desktop Scanner with Duplex by Brother Link: https://amzn.com/B00EKW6JZ4


Documents to consider scanning: Financial, Legal, Real Estate, Insurance, Tax Returns, Prescriptions, Medical Records, Credit Cards, Birth Certificates, Marriage Certificates, Drivers Licenses, Passports, Personal Pictures (Including pictures of the outside and inside of your house for insurance claim purposes.)

Please remember to keep some cash around in the event of banking and communications systems disruptions as may be experienced with an electromagnetic pulse.  Also, please don’t forget to stock up on batteries, canned food, water, gasoline, tarps, flashlights, a wind-up radio, generators, among other items.

Moreover, State and Local Governments provide resources to help us prepare.

Please see: http://www.getagameplan.org/ and: https://www.fema.gov/pdf/areyouready/areyouready_full.pdf

We sincerely hope you find this information useful and informative.  If you have any suggestions or recommendations, please do not hesitate to get in touch, your feedback is appreciated.