Insurance Planning
Growing your wealth is a priority, but protecting and preserving your assets is equally important. By analyzing multiple areas of risk, our professionals will help ensure you have the proper coverage and asset protection structures in place. From life and long-term care insurance to property and casualty coverage, we can provide a full suite of insurance policies to help you defend against the unexpected.
Our advisors can help to determine our clients’ need for insurance for various purposes and help design an appropriate and effective plan. Our strategies include:
- Family Income Replacement
- Final Expenses
- Debt Retirement
- Child Care
- Education/College Expenses
- Charitable Contributions
- Disability Income Replacement Insurance
- Long Term Care Insurance (including traditional and asset-based)
- Business Insurance
- Continuation/Succession Planning
- Key Person
- Life and Disability Buy/Sell Funding
- Employee Stock Ownership Plan (ESOP)
Our independence means we can advise you on the most appropriate risk and wealth management solutions for your needs. It’s a defining feature that keeps your interests in mind. Contact us today to experience the Baker difference.