Broker Check

(234) 200-5462

What's Your Plan When Life Serves Up Lemons?

We’ve all heard the saying… when life serves lemons, make lemonade! Sounds simple. But in life, unless we are prepared, when those unexpected life events take place, emotions take over, and decisions are often made that can be costly, negatively affecting you and your family’s lifestyle.

<br />Whats Your Plan When Life Serves Up a Lemon?

Without a plan, emotions often direct us to make costly decisions. Or worse, someone else makes the decisions for us.

Here are just a few “Lemons”… Ask yourself: “What’s my plan if this happens?”

1) I or my spouse passes away…
2) I or my spouse are unable to care for ourselves…
3) I want to help my children get a good college education - the education is not a lemon, paying for it is…
4) I’m in an accident, and cannot work…
5) I and my spouse are deceased, estate tax is due, I don’t want my estate to be public knowledge, and I am concerned about how my children or other beneficiaries will handle the inheritance…
6) I get sued because someone fell on my front porch…
7) My grown child calls me and says they are in trouble and need my help, financially…



Life is full of risks. At CAVU Financial, our job is to help you identify those risks, and put together a plan that turns those lemons into lemonade!

For more information and insights on saving ON, not just for the cost of a college education

Learn more

For more thoughts and information about Insurance

Learn more

Let's have a no obligation discussion of your situation and how we might be able to help you craft a plan.

Contact Us

Have a Question?

Thank you! Oops!