Every sound financial strategy needs not just a good “offense” to create and increase wealth, but also a good “defense” to preserve wealth in the face of unforeseen loss. Insurance provides that “defense,” protecting and providing for loved ones in case of unexpected health issues and untimely death. Life insurance is an important tool for protecting the future of young families and preserve wealth, and health insurance provides protection against unforeseen illnesses, accidents, and lost income from disability.
We’ll look at your existing and future needs, as well as your current coverages as part of your overall financial plan. If a change in coverage is right for you, we can provide you with policy options here in our office, or work with your current insurance provider to put the right kind and amount of coverage in place.
Berets Financial Services LLC is a registered investment adviser in the State of Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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