Insurance & Risk Management

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

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