Insurance & Risk Management

Insurance represents a unique financial tool. It protects assets from loss or damage and can also be incorporated into one’s financial picture for various personal and business purposes. Liberty Wealth Advisors® can help you determine adequacy of coverage, appropriateness of policies, and cost effectiveness of life, disability, long-term care, and liability insurance. We will:

• Review current policies: life, disability, long-term care, health, umbrella liability, property, and auto insurance
• Evaluate policies to identify opportunities for improvement and/or create cost savings
• Coordinate planning efforts with insurance providers
• Engage in Medicare planning