Helping You Analyze Your Insurance Needs
Having the right type and amount of life insurance, disability income, long-term care, medical insurance, and liability insurance are the foundations for a solid financial plan.
Peace of mind comes when you have protected yourself and loved ones against the three life contingencies: what happens if you die too soon, live too long, or get sick or hurt along the way?
Our Approach
Just as the cornerstone is crucial to a building’s foundation, insurance coverage is crucial to having a solid financial plan. It is the foundation that allows you to manage risk in order to achieve your dreams of owning a business, purchasing a home, raising a family, funding college educations, wealth accumulation, and having a carefree retirement.
When you partner with Anchor we will:
Review all current insurance coverages for appropriateness and suitability and look for any gaps.
Do a needs assessment for now and the future.
Incorporate insurance, if needed, in the financial plan.
Make unbiased recommendations on how much and what type of insurance is best for your unique situation.
