Insurance

Proper financial planning and a solid savings plan can provide an essential safety net when life throws unexpected expenses your way. But money can’t insulate you from everything. Sometimes, circumstances arise where additional protection is needed—and that’s where insurance come in.

At Navigate Wealth Planning Group, we recognize the importance of insurance as a part of a comprehensive financial plan. When building your plan, we’ll also assess your current levels of coverage and determine if you can benefit from additional insurance to protect yourself, your family, and your assets.

When working on your financial plan, we’ll also perform a risk analysis to determine what types of insurance would most benefit you. We can advise our clients on and offer the following types of insurance plans:

• Life insurance
  
• Long-term care insurance
  
• Disability insurance
  

Each of these types of insurance helps to protect you and your loved ones when unexpected circumstances arise, such as death, disability, or medical needs. Having the right coverage gives you the peace of mind that you can remain financially stable, no matter what roadblocks you may encounter on your journey.