Insurance and Planning That Expects the Unexpected.
Asset and income protection include strategies to shield assets from things that are often out of your control. Illness, injury, taxation, and frivolous claims from third parties can all derail your plans and have a serious impact on your financial well-being. Successfully planning for these potential events cannot be overstated, considering the effect they can have on your family and overall lifestyle.
As we get to know your family and your business, we figure out what you need to protect your assets, what policies and strategies are the most efficient way to get it.
Income protection and insurance planning isn't a one-time event. As you celebrate marriages and births, we work with you to regularly review what you have in place and adjust as your life changes.
Nisivoccia Wealth Advisors are all about anticipating all of the things that could happen and being proactive to minimize their negative effects. We can be the sounding board when you are working with an insurance agent and help make decisions that align with your big-picture goals. Like everything, we try and breakdown complicated concepts into real-world scenarios that you understand.
Income Protection & Asset Preservation services offered include but are not limited to:
