528 College Road,
No plan is complete without risk management. Some of the risks that are most likely to derail a financial plan are untimely death, becoming too sick or too injured to continue working, or an extended long term care need. There are insurance strategies we can use to address each of those risks, or after careful thought we can help clients decide to retain those risks.
Each of those areas is complex, with many different options. Our team can consult with you to help determine if you need one or more of these important protections in your plan.