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:

    • 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.

Annuity Policy Review Insurance Planning Adequately Protected

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


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.