Insurance and Estate Planning
Really? Did You Mean to Click Insurance?
You're a particularly inquisitive and likely intelligent person, perhaps with too much time on their hands or an engineer - likely one of the two!
There's not much to add to what was covered in the comprehensive financial planning section and on the services page, but it would have looked odd to not have a "learn more" button at the bottom of Insurance on the Services page.
Carry On. I look forward to speaking with you, special person!
Insurance and Estate Planning
As Buffet may (not) have said, "investment performance becomes significantly less relevant if you get hit by a bus and are under/uninsured and don't have a will." We'll review your current estate plan and insurance policies to evaluate coverage and documentation, and recommend trusted professionals such as attorneys and insurance agents to fill any gaps.
