I always begin with the basics: ensuring you have the correct insurance coverage for your current stage in life. Single, married, with children, divorced and/or retired, I'll make sure you've covered all the bases, to protect your personal and your business assets. It's the kind of financial advice that's designed to help you and your loved ones move forward towards your financial goals, even in the event of an unexpected event.
Life Insurance -- You don't want to be pushing your business obligations onto your loved ones if you pass away unexpectedly. Among the issues I'll discuss with you during our consultation: the funding of buy-sell agreements; cross purchasing and stock redemption plans; funding supplemental retirement programs, and funding for payments of loans and mortgages.
Life Insurance Death Benefit--Protecting your assets so your loved ones can move forward with your financial goals is paramount. Not arranging this aspect of your financial plan can have devastating consequences.
Securities products [and advisory services] offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ:954 RIDGEBROOK RD SUITE 300 SPARKS, MD 21152, ph# 410-828-5400. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Guardian nor any of its subsidiaries offer Long Term Care.
Important Disclosures 2019-78664 & expiration date 4/21