Tallahassee Financial Advisors - Protection

Wealth management should prioritize asset protection. As part of our financial planning process, we assess the risks relevant to each client and develop strategies to help reduce their exposure. This is done in calibration with insurance agents and an asset protection attorney, if needed.

Some of the most common risks to our money are:

Lawsuit
Property damage (car/home)
Inflation
Interest Rates
Tax Changes
Job Loss
Disability (income loss)
Pre-Mature Death
Long-Term Care Expenses
Market Volatility
Identity Theft
Business - Partnership Split
Business - Key Employee Loss

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Wealth Should Be Properly Protected

Some of the most common risks to our money are:

Variable Universal Life Insurance

Disability Income