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INSURANCE PLANING

Life Insurance/Disability/Long Term Care

None of us like to think of the scary “what if's” in life. That said, the age old saying “Plan for the worst, hope for the best” has it's merit. 

Some of the critical points to consider are: 
 

  • If you were to pass away unexpectedly or become disabled would your family have enough money to cover monthly expenses?

  • As a business owner, if something happens to you, what will happen to your family's income? What will happen to your employees?

  • What plan is in place if you or your business partner passes away or becomes disabled?

  • Have you considered long term care? Understanding the risks is important.

  • If you have a sizable estate life insurance can maximize the amount that your children will inherit.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  Type A Financial is not a registered broker-dealer or investment advisor.

The LPL Financial Registered Representatives associated with this site may only discuss and/ or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, ID, OR, TX, and WA.


Society of Financial Awareness is unaffiliated with LPL Financial.

Award based on 10 objective criteria associates with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or places on the final list of the 2021, 2022, 2023, 2024, and 2025 Five Star Wealth Managers. 

Type A Financial is committed to providing equal access for people with disabilities. We are located on the first floor and have ADA parking just outside our door. Should you need additional accommodations, please let us know. 

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