Insurance Planning

Risk is an inherent part of walking any path in life, but not all risks are necessary or desirable. Insurance planning is a critical component of a comprehensive financial plan and can help protect you and your loved ones.  This requires planning to mitigate the potential damages that result when life takes an unexpected turn, and your financial advisor can help you do just that.

Understand Your Risks

Insurance is one of the ways that people displace financial risk. While you hope to never have to file a claim, having insurance gives you peace of mind. The challenge comes with knowing how much and what kind of policies you need.

Get Insurance Planning Assistance

At Life Path Wealth Advisors, we understand how important it is to plan for life’s curve balls. While we can’t prevent the unpleasant surprises, we can help you make sure that those events don’t lead to financial ruin. Insurance planning is a critical component in managing future risks. Your financial advisor can assist you with:

• Insurance Review: Together, we will examine your current insurance plans to determine whether they meet your current and future needs. We look at specific areas of coverage, such as life insurance; disability insurance; and long-term care coverage.
• Vulnerability Assessment: Your advisor works with you to determine where you are most vulnerable and exposed.
• Coverage Expansion: Once areas of exposure are defined, we assist you in determining what is needed to reduce those risks.

Work With Us

Secure your future. Contact a financial advisor at Life Path Wealth Advisors today to schedule an insurance planning appointment.