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Life Guides

Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we'll send you a copy.


  • Financial Workbook
  • Managing Your Financial Life
  • Marriage and Money
  • Teaching Kids About Money
  • Paying for College
  • What to Do If You Lose Your Job
  • Dealing with Divorce
  • Affordable Care Act
  • Thinking About Retirement
  • Retirement and Social Security
  • Retirement and Medicare
  • Planning Your Estate
  • Children with Special Needs
  • Moving Day
  • Protecting Your Business
  • Business Continuation
  • Emergency Planning Guide
  • When a Loved One Dies
  • Managing an Inheritance

Get in Touch

Focus Areas

  • Personal Pensions
  • Life Insurance
  • Medicare Supplemental Insurance
  • Health Insurance
  • Retirement Asset Solutions

Contact Us

  • Address: 126 EAST 2ND STREET MOUNT VERNON, IN 47620

  • Phone: Cell: (812) 457-7076

  • Email: skcgreenwell@gmail.com

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