How to help protect your family’s future
At OneTeam Financial, our team of specialists is dedicated to serving these distinct holistic financial planning needs of those at and near retirement.
The trade-off of premium costs and benefits of insurance can be difficult to navigate. However, with a comprehensive view of your finances, areas of both over- and under-insurance can be evaluated for potential liabilities and opportunities to take care of your family in the future.
Life insurance in particular is often one of the largest assets on your balance sheets, but also one of the most neglected—even for decades at a time.
From income replacement and exposure to life-altering medical costs to family wealth transfer strategies, our insurance services at OneTeam Financial will include a review of the following as a part of your complete holistic financial plan:
- Life Insurance Audit
- Disability Insurance
- Funeral policies / beneficiary liquidity
Ready to discuss strategies to help maximize income, minimize taxes and protect your family?