Risk Management
Most of us are managing the obvious financial risks already with auto insurance, homeowner’s insurance and liability insurance. However, many of us overlook or purposefully neglect disability, life, and nursing home insurance (long term care insurance).
Long-term care expenses can devastate assets representing a lifetime of saving and investment. Many members of the baby boom generation are facing, or are about to be faced with a set of financial responsibilities that they did not expect, and are not prepared to handle, that being the need to care for our aging and elderly parents. We are keenly aware of this and are prepared to advise our clients on strategies to help their parents in their sunset years.
Long-term care insurance is one of the ways to manage this financial risk.
We also want our clients to understand life insurance. We want you to have enough insurance, during the times you need it, and we want you to own life insurance for the right reasons.
Finally, we want our clients to have a plan to provide for their families should they become disabled. Disability is 8 times more likely to devastate a family’s finances than an untimely death.
Please, review the Client Relationship Summery and learn more about the details and inner workings of the client advisor relationship.
Securities and Advisory services offered through appropriately registered representatives of
The Strategic Financial Alliance, Inc. (SFA), member
FINRA/SIPC. Certain advisory services offered through Bennett & Co. Advisors, Inc., DBA BennCo Advisors, which is otherwise unaffiliated with
SFA.
SFA
and BennCo Advisors do not offer tax or legal advice.