Insurance is the foundation of a successful financial plan.
Most of us have auto, homeowner’s or renter’s insurance. But did you know that you can also insure and protect your other assets?
Talk with Brian about how you can safeguard savings, jewelry, artwork, home equity, as well as your college and retirement funds.
Do you know your numbers?
If there’s a financial loss beyond your auto and homeowner’s liability limits, you could be on the hook for the difference.
Don’t let an accident deplete the assets you worked a lifetime to earn.
Talk with Brian about your liability limits and if an umbrella policy makes sense for your family.