Family Protection / Wealth Management
Planning for the unexpected
Focuses on providing a safety net for unexpected events that can cause serious financial loss to your family
- Financial Emergencies
- Pay medical bills in the event of illness
- Income replacement lost due to disability
- Maintain a standard of living after the death of a spouse or other loved one.
- Life insurance, Disability Insurance, Long Term Care Insurance
Wealth Management
- Development of investment strategy designed to create, preserve and grow wealth in volatile and trending market conditions.
- Provide an investment portfolio "Stress Test" to determine how your portfolio handles market downturns.
- Ongoing implementation of an active allocation strategy for proper market exposure and trends.
- Aggregation of all your accounts to simplify and reduce paperwork.
- Plan best tax strategy (401k, IRA, Roth, NQ, etc....) to accumulate money in retirement plans.