Insurance Portfolio Management
Life doesn’t always follow Plan A
Your insurance portfolio lays a secure foundation for the rest of your wealth building endeavors. Without it, even the most astutely constructed plan can fall apart in an instant. We help clients anticipate the unexpected and insulate their planning using tax advantaged insurance products and asset protection strategies. We follow a four stage process to analyze a client’s LIFE, ESTATE, LONG TERM CARE and DISABILITY insurance needs as follows:
Our goal is to help you identify risks, determined the optimal approach to managing them and strike the appropriate balance between COST, COVERAGE and FLEXIBILITY. Once the coverage is in place, we help clients manage their policies to keep their insurance foundation strong through each of life’s seasons.