A well designed financial plan should help you grow your wealth to achieve your financial goals, and it should address the risks that can de-rail those plans in the event of an unexpected injury, illness or death. At Peak Financial Guidance we have the experience to help you sort through insurance policy options from a wide range of insurance companies and to find the coverage that is right for you.
Examples of the insurance we can provide include term life insurance to protect your loved ones against the risk of premature death, permanent life insurance to provide a financial legacy or assist in your estate planning, disability income insurance to protect your income against the risk of an illness or injury, long term care insurance to protect you retirement nest egg against the risk of needing expensive care, and income annuities to hedge against the risk of living too long. We can also make an introduction to a highly qualified Property and Casualty insurance agent if you want to re-evaluate your homeowners, business or auto lines of coverage.
At Peak Financial Guidance our goal is to ensure that your coverage fits within your budget, confirm that you are not over or under-insured and educate you so that you are comfortable with the insurance coverage you carry.