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

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Wealth Should Be Properly Protected

Some of the most common risks to our money are:

The Cost of Medical Care

Assess Your Life Insurance Needs