Insurance

Insurance products can offer peace of mind, protecting you against certain perils that could result in financial disaster. Mitigating risk with insurance policies can play an essential role in a comprehensive wealth management plan. 

Insurance Is Financial Risk Mitigation

At Precision Wealth Planning, we help clients take the proper steps to reduce exposure to specific events, including natural disasters, unemployment, and disability. Life insurance can provide for the financial needs of your loved ones if something should happen to you, while long-term care insurance can provide financial assistance if you are hurt in a work-related accident.  

Using Insurance in Your Financial Plan

Adopting a comprehensive insurance strategy can protect you from life’s uncertainty by transferring the risk of certain instances to your insurance lender. A solid insurance plan enhances a traditional wealth strategy and can protect your family from the financial consequences of various events. Precision Wealth Planning offers access to the following insurance products: 

• Term Life 
• Whole Life
• Variable Life
• Long-Term Care
• Medicare Planning
• Annuities
• Prescription Drug Plans 

We can customize an insurance plan based on your financial situation, phase of life, and goals. 

Work With Us 

Are you ready to add insurance products to your overall financial strategy? Contact Precision Wealth Planning today to schedule an appointment. Our team can provide you with the protection you deserve.