Wealth Management | Insurance Planning
We serve select business owners, executives, and high net worth families. Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time. We understand that this is an ongoing process, and not a quick analysis with instant solutions. Our approach is to take a long term perspective and treat it as an ongoing process.
C&P Wealth Management can offer a wide variety of insurance solutions through a large number of insurance companies. Insurance can be an important part of your personal safety net, especially if you have financial dependents.
Our team can provide an analysis of your overall situation by evaluating your current coverage and providing recommendations on the amount of coverage needed with the type of insurance to consider.
Disability insurance provides income to you and your family if you are too sick, hurt, or injured to work.
Life insurance provides a lump sum benefit to your beneficiaries upon your death. This lump sum can help pay continuing expenses and future financial commitments.
Long term care insurance helps provide financial independence and choices for individuals needing home care and/or facility care. Long term care insurance provides a level of portfolio security in dealing with a short and long term care giver expenses.
- Life insurance
- Term insurance
- Permanent insurance
- Survivorship insurance
- 1035 exchanges
- Disability insurance
- Short-term insurance
- Long-term insurance
- Long term care insurance
For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.
Insurance services offered through 1st Global Insurance Services, Inc. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc.