This important area of financial planning relates to review and analysis of a client’s risk management strategies. Comprehensive insurance planning involves evaluation of a client’s risks and determination of managing these risks. Some risks may not lend to insurability. Others may involve liabilities that can be properly managed through insurance techniques.
Insurance planning further considers coordinating cost effective solutions relative to the client’s financial needs and goals.
Examples of insurance planning services available through Hemler Financial Group are:
Life Insurance options
Developing strategies to assist with tax and estate planning
Long term care
Business owner insurance planning
Our services combined with the experience and professional guidance of LPL Financial's dedicated insurance associates as well as other independent insurance agencies provide us the necessary solutions to serve our clients in this important financial planning arena.