Karen Roberts - Wealth Manager

Life isn’t just about working and saving. It’s about enjoying the moments, experiences, and freedom you’ve worked hard for.

A thoughtful financial plan helps give you the confidence to live fully today while still preparing for tomorrow. 💚

Let’s talk about creating a plan that supports the life you truly want to live.
📞 561-437-6500
📧 [email protected]
📅 calendly.com/tefg-karen

For all the nurses we know….thank you for all you do!!

Just some advice in case you got stuck…

🚨 Spirit Airlines has Shutdown – What To Do NOW 🚨

If your Spirit flight has been canceled, the U.S. Department of Transportation confirms that several airlines are stepping in with rescue fares or reduced pricing for stranded Spirit passengers. Availability, routes, and deadlines vary by airline, so act fast.

What’s currently being offered:
✅ United Airlines – Special rescue fares reported for up to 2 weeks
Website: https://www.united.com
Reservations: 1-800-864-8331

✅ Delta Air Lines – Rescue fares reported for approximately 5 days
Website: https://www.delta.com
Reservations: 1-800-221-1212

✅ JetBlue Airways – Limited rescue fares in select markets
Website: https://www.jetblue.com
Reservations: 1-800-538-2583

✅ Southwest Airlines – Participating on select routes
Website: https://www.southwest.com
Reservations: 1-800-435-9792

✅ Frontier Airlines – Offering up to 50% off base fares through May 10
Website: https://www.flyfrontier.com
Reservations: 801-401-9000

✅ American Airlines
Website: https://www.aa.com
Reservations: 1-800-433-7300

✅ Allegiant Air
Website: https://www.allegiantair.com
Reservations: 702-505-8888

Important steps:
📌 Keep your Spirit confirmation number and payment receipt handy—some airlines may ask for proof.
📌 If you booked directly with Spirit, refunds may be processed automatically.

If not, contact your credit card company about chargeback rights for services not rendered.

📌 If you booked through a third-party travel site, contact them directly first.

🛳️ Cruise passengers:

If Spirit was your flight home, connect to ship Wi-Fi or see Guest Services immediately—don’t wait until you’re back on land.

⚠️ Most important:

Do NOT go to the airport until you have a confirmed replacement flight in hand.

U.S. Department of Transportation airline contact list:
https://www.transportation.gov/airconsumer/airline-consumer-contacts

Airline policies are changing quickly, so verify directly with the airline before booking.

Airline Consumer Contacts | US Department of Transportation As part of a continuing effort to ensure that guidance issued by the Office of Aviation Consumer Protection (OACP) is up to date, this webpage has been placed in archived status. Continued reliance on this page is not advised.

I just spent the last 10 weeks diving back into trusts—really getting back into the details of how they work and how they fit into an overall financial plan.

Honestly, it was such a great refresher.

One thing I’m reminded of again and again in this business… the learning never stops. There’s always something new—new strategies, new rules, new ways to better help the people we serve.

So I make it a point to learn something every single day.

Because if you’re not growing and evolving… what are you doing?