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Your financial plan has components for accumulating wealth, preserving assets, weathering unforeseen circumstances and planning for life’s most important milestones. For each client, we seek to strike the perfect balance between risk and reward. One of the critical elements of estate planning and risk management in a well-conceived, solutions-oriented financial plan is insurance.
Life insurance can provide a safety net for your loved ones, replacing your income and offering significant tax advantages should an unfortunate occurrence take place. There is a complex array of life insurance solutions available in the market and it requires objective expertise to help you make the right decisions.
Disability insurance is important during the accumulation phase of your life, while you’re waiting for your plan to reach its full potential. By understanding your financial needs and goals, we can make recommendations on the amount and the benefits that would be the best fit for you.
Long-term care enables you to confidently plan for a transition to assisted care living, without compromising your assets and your legacy.
Mitigating risk means addressing the issues that threaten the success of any financial plan. While no one wants to talk about death or disability, it is a reality that must be integrated into your financial planning. As insurance consultants, we have access to a broad range of providers, so we can evaluate your existing insurance, assess its tax effectiveness and determine whether there are any gaps in your coverage.