Insurance Planning
We Do Not Sell Insurance Products
Safe Landing Financial’s insurance planning is designed to review policies, limit potential gaps in your coverage, and make sure you’re adequately protected.
When possible, we also want to lower your annual costs. As a fee-only financial planner, we receive no commissions or referral fees for helping you buy an insurance policy. You don’t have to worry about us selling you something you don’t need. We only make recommendations in your best interest and not ours.
We review the following insurance policies for our clients on a regular basis:
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- Life Insurance
- Disability Insurance
- Long-Term Care Insurance
- Auto, Home, and Umbrella Insurance
- Annuity Policy Review
We can work directly with your insurance agents to help make your financial life run more smoothly.
Want to learn more about reviewing policies, limiting potential gaps in your insurance coverage, and making sure you’re adequately protected?
More on Insurance Planning
Why Working With a Fiduciary Financial Advisor Is Important
Why Working With a Fee-Only Financial Advisor Is Important
Why CERTIFIED FINANCIAL PLANNER™ Is Important (CFP® Professional)
The Simple 3-Step Medicare Guide: When, Why, and How to Choose a Plan That’s Right For You
CNN Money: What’s Wrong With Using Insurance as an Investment?
NY Times: Looking Out for Yourself With Disability Insurance
Genworth: Cost of Long-Term Care Study
Fidelity: Do You Need Umbrella Insurance?
Fidelity: How to Plan for Rising Health Care Costs
Other Services
Service Packages ✓ Financial Planning ✓ Retirement Planning ✓ Investment Management ✓
Social Security Optimization ✓ Tax Planning ✓ Insurance Planning ✓ Estate Planning ✓
FREE FINANCIAL PLANNING CONSULTATION
A complimentary 4-step process sharing how to minimize
taxes, optimize investments, and enjoy retirement on your terms.
This process is designed to help you evaluate our services
and make an informed choice for planning your financial future.