We have extensive experience in assessing insurance needs within the overall financial picture, and the insurance options that would best fit your situation. We develop strategies not only for fundamental reasons, but also for sophisticated asset allocation considerations. We will utilize a comprehensive review process that will help analyze your current insurance strategy as well as assess any adjustment and changes that would help optimize your options.
Our risk management toolbox includes options from permanent life insurance, term life insurance and whole life insurance, to disability income insurance, business insurance and group insurance options.
Many people think illness or disability won’t happen to them because they are healthy. The fact is, over 50 million Americans live with disabilities. While Social Security Disability benefits can supplement the possibly exponential costs of a disability, it is not necessarily a solution one should rely on. In addition, cardiovascular disorders, cancer or mental in-capacities lead to long-term disabilities, and when you are presented with a long term care situation, providing the funds to support a chronic disability can be financially debilitating.
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Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Advisor.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed, and past performance is no guarantee of future results. For specific tax advice on any strategy, consult with a qualified tax professional before implementing any strategy discussed herein.
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