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Insurance

Insurance can be the foundation of a sound financial plan. There are certain risks in life that we can’t predict. Some of these risks pose a great threat to your financial wellbeing. At CFP, we want our clients to have suitable types and amounts without over paying for something they don’t need. A sound risk management plan will help protect your assets & ensure that all your wants and wishes can still come true regardless of what life throws your way.

  • Protect your income in the event you can’t work, so you can still live life and save for retirement
  • Make sure your spouse and children are taken care of in the event you die by paying off debt and replacing income
  • Protect your estate so that your hard-earned money goes to your family
  • Money for nursing home costs so you don’t burden your family or empty your retirement nest egg

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

[email protected]   |  517-331-8331