June 2020

Re: Catastrophe Preparedness

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Dear Friends and Clients,

As you may know, Hurricane Season is every year from June 1st to November 30th. With Advocacy Financial headquarters and many clients near the Gulf Coast, it follows that we have developed a heightened awareness to risks, including other catastrophic events that can occur nearly anytime and in any location, including the recent COVID-19 pandemic.

As advocates for your financial well-being, it is critically important we remain locatable and communicative.  Our objective is to provide seamless service to you in the face of a disaster, both natural and human induced. However, that may not always be possible.  

As such, there are a few things we can all do to prepare. If you have not done so already, we strongly encourage you to establish online logins for custodians of your financial and insurance providers for you and your loved ones. For Fidelity, please visit here: www.fidelity.com. For your insurance and annuity contracts, please visit the website of your policy providers and register your policy.  A password keeper may be utilized to help manage all of the login information, for example, www.LastPass.com.

On the following page, please find updated primary and alternate contact information outlined.

Furthermore, included on the next page is other information that you may find helpful in preparation of a catastrophic event. Please take a look and discuss your contingency and evacuation plans with your friends and family.  

Thank you for the privilege of continuing to serve you and I wish you and your family a safe year. In the meantime, please do not hesitate to write or call if we can help or if you would like to schedule a time to meet.  

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Best Regards,

Joseph M. Prisco, Jr., JD, CFP®

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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 experience some other catastrophe. We suggest keeping electronic copies of documents for efficient recovery, as well as back-ups of the electronic copies.  Please consider the use of the cloud, such as www.dropbox.com. The purchase and use of a scanner is also highly recommended.  The ability to scan, store, and email documents securely will increase your peace of mind, as well as efficiency in home economics.  Please take a look at a reasonably priced double sided scanner available from Amazon: Fujitsu ScanSnap S1300i Mobile Document Scanner.  

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, pictures of the outside and inside of your house - for potential insurance claim purposes.

In addition, please remember to keep some cash around in the event of banking and communications systems disruptions as may be experienced with an electromagnetic pulse (EMP.)  

Also, please do not 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.

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CONTACT INFORMATION

Joe Prisco
985-237-0826
jprisco@advocacyfinancial.com

Advocacy Financial
Toll Free: 888-787-4590

Law Firm Office
985-590-4963
joe@equitableadvocacy.com

‍Fidelity Customer Service
800-343-3548 or 877-208-0098

RIA Innovations
855-419-2755

Bill King
225-931-5487
bill_king@cox.net

OFFICE LOCATIONS

Advocacy Financial - Primary Office
512 S. Tyler St. (Hwy 21.) Covington, LA 70433

Local Alternate Office
265 Empress Ct., Madisonville, LA 70447

Evacuation Location
55 Spring House Rd., Lake Toxaway, NC 28747

Bill King, Baton Rouge Office
16126 Shenandoah Ave., Baton Rouge, LA 70817