Risk Management Protection Planning
Life is full of uncertainty! Although many people understand that an unexpected accident or illness could affect their overall financial wellness, they are often unprepared for a sudden, permanent event that could decimate a lifetime of savings and/or cut off income altogether. We can help. Contacts us for assistance calculating your coverage needs, and/or interested in a quote for Insurance.
Peace of mind
Wealth Advisory Group brings you affordable insurance offerings that are quick to set up and easy to understand. This makes it easier than ever to protect your loved ones starting today.
Our Risk Management Offerings:
Our insurance review and analysis helps our clients to determine how much and what types of insurance products and strategies complement your overall financial plan.
One of the biggest risks to your financial world is becoming disabled. We will review your current employer-sponsored plan, and if applicable, recommend supplemental Disability Insurance.
As you approach age 65, we can assist with the transition to Medicare including recommendations for Medicare Supplement Insurance and Medicare Drug Plans.
Long Term Care
We assist pre-retirees and/or their children with planning to protect their family and finances in the event of future extended care needs.
Health Savings Accounts
Health Savings Accounts are growing in popularity and use. However, there are many features and aspects of HSA’s that require education. Let us help you maximize these powerful financial vehicles for your both your current and future healthcare needs.