Financial Planning, Insurance Products & Reverse Mortgages

Do you need someone to review your insurance coverage to make sure it’s adequate or do you want to purchase additional insurance? Are you concerned that your investments aren’t yielding the kinds of returns you want or will need in the future? Or do you simply need assistance in managing your daily household expenses?

Regardless of what you’re looking for, you’ll find a diverse group of financial services’ and insurance professionals here who can answer your questions and make recommendations based on knowledge and experience.

The professionals you’ll find here include, but are not limited to:

  • Financial planners and consultants
  • Investment brokers
  • Insurance agents
  • Risk management specialists
  • Daily money managers
  • Banks and credit unions

As you age, it’s important to pay special attention to your financial health so that you are prepared for any challenges that come your way, including the costs of unexpected health care or long-term care.

A financial planner can review your financial health and will cover topics such as:

  • Retirement and future goals
  • Estate planning
  • Taxes
  • Investments
  • Risk management insurance
  • Cash flow and liability management
  • Educational needs of children, grandchildren or other family members

When working with a financial or insurance professional, consider their years of experience and don’t be embarrassed or reluctant to ask to see their credentials and certifications. You can also usually check or have a family member check their reviews and testimonials online to see how well they’ve served others.

A quality professional will break things down for you in terms you can understand, and if you don’t understand what they’re saying, ask them to explain it to you in simpler terms, or to explain it to a family member. And always be sure that you understand exactly what it is you are signing before putting pen to paper, and to ask for copies of any documents you sign.