High Net-Worth Protection Planning

High Net-Worth Protection Planning

We have a team of experienced insurance professionals (multiple JDs, CPAs and insurance specialists) who identify risks and provide suitable comprehensive protection planning to mitigate these risks. Our comprehensive approach will make you aware of your options in protecting your family and business from potential damaging and catastrophic events.

Some of the most common protection planning vehicles used in the financial planning process include:

Life Insurance: Life insurance helps protect your family and business if you were no longer around. This type of protection may provide significant benefits including a tax and estate-free benefit. Disability Insurance: We believe a working individual’s most important asset is their ability to earn an income. Our team can provide options to protect your income if you find yourself unable to work.

Long-Term Care: Our clients intend on maintaining their dignity and independence through their lives, but sometimes people become unexpectedly hurt or sick for an extended period of time. In those circumstances, you might require assisted living or in-home care.