Protection Planning

Our clients work hard to accumulate and grow their wealth. An unforeseen tragedy can set someone back years... or worse, wipe them out completely. A sound protection strategy can help guard you from the financial consequences of those events. Building up a cash cushion and potentially supplementing with insurance can provide a safety net to help protect what you have built. Insurance transfers some of the financial risk of life's tragedies to an insurance company. We incorporate protection planning into our financial reviews, helping clients assess when to self-insure and when to engage with insurance professionals to obtain appropriate insurance.