Health problems. Car accidents. An untimely death. No one wants to think about catastrophic events, but everyone should be prepared. Without adequate protection, the unforeseen puts all you’ve worked for at risk.
Insurance, as part of a comprehensive financial planning strategy, is a way of managing the risks we all face every day. It allows you to take a specific risk, detailed in the insurance contract, and pass it from yourself to someone (the insurance company) willing to take on the risk for a fee, or premium. Insurance can:
Managing risk is a key part of any comprehensive financial strategy. It’s vital you have both the right amount and right type of protection for the various risks you face.
The first step toward reaching your goals is finding the right advisor to help get you there. That’s why we offer no-obligation initial consultations. These meetings provide an opportunity for you to get to know the person who will be advising you, and just as importantly, for us to get to know you.
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