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.
Cash reserves to handle unforeseen emergencies
Health & medical
Property and liability
Loss of income due to death or disability
Long term care needs
We believe everyone should have a protection plan in place to manage the risk of unforeseen hardships. Reach out to us if you'd like to talk about your needs.