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