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:
We can work directly with your insurance agents to help make your financial life run more smoothly.
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
Know exactly how Safe Landing Financial will help before you pay anything. The first step is a 30-minute meeting with Brian Fry CFP®. The first meeting is to understand the basis of who you are and learn how Safe Landing Financial can help give you more peace of mind in your unique situation.