— Danica Patrick, Nascar Driver
Insurance Offers Protection
Because none of us can predict the future, we have insurance coverage to plan for uncertainty. Insurance is part of a comprehensive financial strategy that protects your assets, your ability to earn income, and even keep a roof over your head. A well considered insurance strategy is the safety net that underpins all of your financial decisions. We work with you to identify your risks and vulnerabilities, then help you decide the appropriate coverage to protect your family and assets.
Personal Liability Umbrella Insurance
Long-Term Disability Insurance
Long-Term Care Insurance
The primary reason to buy life insurance is to replace lost income due to premature death. Typically, life insurance is used to pay funeral expenses, repay outstanding debts, make charitable donations, and cover living expenses for surviving family members. Insurance can also be used to cover estate taxes and probate fees to enable your estate to be liquidated most efficiently. When determining insurance needs, WFA considers all income and investment resources along with immediate and future expenses and financial goals.
Questions We Can Help You Answer
- Is my coverage through work portable?
- Is a Whole Life insurance policy right for me?
- Is my current life insurance coverage enough?
- Is Long-Term Care insurance a necessity?
- Is an insurance payout taxable?
Certified Financial Experts™
At WFA, you have access to team of professionals including SEC-Registered Investment Adviser Representatives, CERTIFIED FINANCIAL PLANNERS™, and Certified Public Accountants. These individuals provide investment management, tax planning, retirement planning, estate planning, and risk management services. Our financial advice considers your personal situation as a whole, so you can feel confident about your decisions.
Peace of Mind
Protecting your income and assets provides peace of mind to you and those that depend on you. WFA’s approach to comprehensive financial planning will proactively consider and recommend appropriate insurance products based on your needs and financial goals.
Learn more by scheduling a free consultation.