51 Sawyer Road
The most comprehensive financial plans can be ruined by unforeseen risks. Your financial goals can be compromised by an unexpected death, disability, chronic illness, or cognitive impairment. These risks can impact your ability to earn an income and put stress on your accumulated assets. At Bay Financial Associates, we manage these risks and protect your future by helping you arrange a portfolio of insurance coverage to provide you and your family with insurance protection.
A sound, comprehensive financial strategy recognizes that there are certain exposures and uncertainties that can threaten wealth accumulation. At Bay Financial Associates, we offer guidance on insurance planning to help protect your assets as you work towards your goals. We carefully evaluate your objectives and present insurance products to manage and mitigate your risks.
When it comes to insurance planning, coverages such as life insurance, long-term care coverage, and disability income protection can help protect your comprehensive financial plan. The future is unknown, but planning ahead can mitigate the risk.
When developing a comprehensive insurance plan, it is important to take existing policies into consideration. Perhaps previous policies were purchased at a time when your life was different. Previously purchased policies may no longer add value, make sense for your current priorities, and most importantly, may not provide enough coverage. Taking the first step towards protecting your assets is understanding which type of insurance may be right for life today. Bay Financial Associates will analyze current policies to determine if they align with your current comprehensive financial plan.
Wealth management that doesn’t include insurance planning is incomplete. Contact us today to explore options for protecting your future.
*Insurance guarantees are based on the claims paying ability of the issuing company.