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Insurance Planning

We are more than investment professionals and comprehensive wealth managers. As your Personal CFO here are some of the things myself, and our team can do for you.

Insurance Planning

Insurance Planning

  • We’ll review existing plans, if you have them, to ensure they continue to fit your needs. 
  • We’re here to advise and guide you on which plans make best sense for you and your family.
  • Home, Car and other asset insurance: It is our belief that you shouldn’t over-insure, but you should never un-insure or under-insure either. The type (and value) of your home, car and other assets will determine what insurance, and how much of it, you should buy.
  • If you have people that depend upon you being around for many years to come, like your spouse/partner, minor children, aged parents, we’ll advise on what life insurance policies best meet your needs.
  • Retirement income through annuities
  • Let us help you determine if you need to insure against a critical illness and, if so, under what terms.
  • Disability and long-term care protection: We’ll help you insure against such unexpected turn of events.
  • With family and personal medical care becoming more expensive by the day, it may be prudent to cover yourself and your family through appropriate health insurance plans.
  • Funding children’s education: We’ll help you decide if this is a good option for you by doing the math!
  • Insuring estate and succession plans

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (630) 942-9005