Protecting your wealth is important, but what are you protecting it from? There are many risks to your financial security, and to your retirement plan. Insurance is certainly important, it can protect not only for loss or destruction of your possessions, but also your life, your income, medical expenses, Nursing home or Assisted Living expenses, etc.
But what about protecting against the cost of inflation, or outliving your money, or future tax increases, lawsuits, etc. Comprehensive financial planning looks at more than just your investment portfolio or your insurance. We will work with your insurance agents, your attorney, CPA, and other advisors to make sure your plan is comprehensive and complete.
Planning costs nothing, not planning may cost everything.