The first step in establishing your financial security is to ask yourself some tough questions: What would happen if you, your spouse or family member became sick, injured or died? All of these situations can be devastating to your family’s financial health. That’s where insurance comes in.
At Fulcrum we believe insurance is an important element in protecting your family, your income, and a necessary component to every sound financial plan.
Select advisors at Fulcrum specialize in many facets of the insurance industry. We work closely with attorneys and tax professionals on the very complicated issues surrounding trusts and estate planning, as well as advising business owners and their families.
There are many types of insurance, we can help you decide which is right for you and your family.
Long Term Care
Your Fulcrum Advisor can guide you to the correct plan that may replace income, cover business expenses during a disability and could provide that contributions continue to your retirement plan.