Protection of Wealth
Often the most overlooked part of a financial plan is how to protect your streams of income and the wealth you have accumulated.
First, we will look at Life Insurance options to protect your family's current lifestyle and ensure that when the unexpected happens, children will still go to college, your family can stay in your home, and the financial impact to your survivors is minimalized.
Next, we will look at protecting your accumulated wealth during retirement by using Long Term Care programs. Nothing depletes accumulated assets quicker that a family member needing long-term care. The LTC options have continued to evolve and there are now different affordable options available for
everyone.
Finally, we will look at estate transfer or Legacy programs. We want to protect you from what could be your largest bill, estate taxes upon death.
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