Family Medical Planning

Rated 5.00/5 based on 2 reviews
No matter how you define “family”, what affects one family member medically affects all family members. For small business owners your employees are a unique second family. Whatever affects your home or work family affects day to day operations and your bottom line. You will learn what you need to know about various insurance product options and important legal documents before they are needed. More

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About Amy Rose Herrick

Amy Rose Herrick launched Money With Amy in late 2014 to enable her to share her wisdom and expertise acquired in her 30-plus years of experience in the financial services field.

She is a Chartered Financial Consultant (ChFC).

In 1991 Amy expanded her professional expertise and ongoing licensing becoming a qualified Insurance Agent for Life, Disability, Critical Illness, Long Term Care and Air Ambulance coverages. She also shifted her focus from corporate clients to an individual and small business clientele and she secured her series 6 & 63 securities representative licensing. Not satisfied that she had all the planning tools needed to advise clients to the best of her ability in changing economic climates, in the early 90’s she also took the necessary training and ongoing educational hours necessary to secure her ability as a tax professional.

Amy's financial planning articles have appeared in numerous publications. She has accepted short term assignments for regular newspaper columns on specific items of public interest in addition to her private practice demands. She was selected to contribute two chapters to books that were collaborative efforts between multiple professionals.

In addition to her writing and other business activities, Amy is a dynamic public speaker who is able to engage with her audiences by breaking down complex concepts into manageable ideas that are easily understood using custom designed presentations.

Amy's planning expertise extends into situations that encompass corporate, individual and small business financial issues related to cash flow, debt structure, income tax reduction, charitable giving, business succession plans, mental or physical incapacity at any age, life insurance settlements for unwanted policies and overall estate planning.

Amy and her family relocated from the Midwest to call the beautiful island of St. Croix their family home in early 2011.
Amy continues to serve a wide range of clients on the U.S. mainland coast to coast as well as clients residing in the US Virgin Islands.

She loves to travel and has a flair for art in her free time.

Reviews

Review by: MaryS on June 26, 2016 :
Family Medical Planning is a clear, well thought out read about a sobering topic. Amy shares good answers for tough situations - and adds things I had no idea existed like shared health care services. What a great resource!
(reviewed the day of purchase)
Review by: Kit Duncan on Feb. 9, 2015 :
Family Medical Planning by Amy Rose Herrick is a concise, practical, easy to read guide through the sometimes turbulent waters of the financial side of illness. Her tips are sure to save countless families additional headaches and heartaches - at a time when stress is high it's good to have one's financial ducks in a proverbial row - Ms Herrick helps you do this VERY well. The cost of this book is minuscule compared with the enormous savings of time, money, and stress that you'll save. This book is well worth the small investment!
(reviewed the day of purchase)

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