Insurance Planning

Much of financial planning focuses on building up your personal wealth to benefit you, your family, and your future generations. Yet what many fail to appreciate is just how easily those plans are influenced by external forces -both in the market and in your everyday life. This is why our team makes insurance planning and risk management a key component of our core services. 

A Comprehensive Risk Assessment

Our plan for managing your risks focuses on the following three areas: 

• Potential health concerns: An accident or unanticipated illness can severe financial ramifications. We help you prepare for such risks by exploring both disability and life insurance plans
  
  
• Market fluctuations: The money you preserve now through investments to serve as retirement income later is subject to the market's variability. We can help minimize the impact of economic downturns by exploring investments that serve as a hedge against those risks. 
  
  
• Legacy preservation: Beyond securing your own stability, you want to ensure you have something to leave to your loved ones. Through both creating estate planning instruments and leveraging tax benefits, we can help you to reduce the future liabilities that may face your estate. 

Prepare Yourself for Every Possibility

Whether it's mitigating the risk to your investment portfolio or having a plan in place to protect yourself and your loved ones from the unforeseen, let us be your partners in preparedness. To learn more about our risk management strategies, contact us today!

DLP Financial Partners LLC and LPL Financial do not provide tax or legal advice. We suggest that you speak to your tax or legal adviser about your individual situation.