Insurance Planning

Insurance Planning

Going to a financial firm for guidance about insurance might seem odd. After all, you wouldn’t go to an insurance company for tax advice.

We’re not an insurance firm, that’s true. But we take a holistic view of financial planning, and that means we look at your whole financial picture – both what can go right and what can go wrong. Nothing can derail a well-thought-out financial plan like an unexpected death or disability. No matter how well we set you up for a comfortable financial future, a single accident or natural disaster can derail it all.

Protecting what you have, providing for your loved ones and providing peace of mind in the event that long term care is ever necessary are all important parts of your financial journey.

How We Can Help

Sachetta will work with you to review your current coverage, analyze its comprehensiveness and make recommendations about policy changes we believe will better serve your needs. As your home, business and financial lives progress, your insurance needs change. The coverage that was appropriate a few years ago may be insufficient or inappropriate for your current situation.

With the input of our knowledgeable advisors, you’ll be able apply all the protection you need without paying for coverage you won’t use. We’re happy to assist in this area; however, you’re also free to make your own insurance arrangements.

In addition to the expertise and convenience of using our insurance services, there’s another important reason to regularly audit your coverage. Regulations often change, so working with experts who are up-to-date on finance and insurance law is an essential part of staying compliant and avoiding fines.

Services include:

  • Policy review and recommendations for life, disability, and long-term care insurance products