Helping to Protect Your Future
Insurance Strategies
Insurance is a foundation of all financial planning. An individual insurance policy is an important asset any individual can have.
To ignore the need for insurance, or to not have enough insurance, can be very detrimental to future planning.
Upstate Wealth Consulting will create an insurance strategy that works for you and helps protect your assets.
To have a sound retirement strategy, asset and income protection are a must. Designing a plan that includes life, disability and long-term care insurance can create the necessary balance in a portfolio to ensure stability and protection of assets. Protecting yourself or your family with the right insurance preserves a legacy for beneficiaries.
Our expert team of financial advisors has the knowledge and experience to help you feel safe, protected, and prepared.
Life insurance: Protecting your financial future is an important part of planning. Life insurance helps your family in the event of your death. We can help you explore the different types of life insurance and choose the type that is most appropriate for you and your family’s needs.
Disability insurance: Disability insurance protects your earned income against the risk of a disability that could make you unable to complete your core functions at work. Depending on your income and career, we can help you find the disability insurance that is right for you.
Long-term care insurance: Long-term care insurance is designed to help cover long-term care services and supports, whether you are in your home or in an assisted living facility. Options and benefits for these policies vary depending on services you need and where you will receive them.
Planning for Tomorrow Begins Today
Our dedicated wealth management advisors are committed to help ensure you with the utmost confidence that your money, assets, and estates are appropriately invested to benefit you and your loved ones.