Ensuring long-term financial well-being for your family and yourself is a key measure of success. So is having the peace of mind that you’ve done what it takes to protect and grow your wealth. Working alongside our affiliate CohnReznick Wealth Management, we help successful individuals and business owners achieve their financial goals. Our comprehensive asset management services include strategic financial planning, investment strategy reviews, and a range of customized insurance programs.
FINANCIAL PLANNING / INVESTMENT PLANNING AND MANAGEMENTOne size does not fit all. We tailor your financial plan to address the issues of unique personal importance to you. Working with carefully vetted third-party financial advisors, we will seek to fully understand your investment objectives, risk tolerances, and evaluate your current financial picture. We then provide a custom asset-allocated investment plan that includes retirement and other considerations. Our ability to leverage insights from CohnReznick’s tax professionals adds great value to the breadth of our capabilities and services.
We are living longer, resulting in significant changes in the life insurance industry. Carriers are offering a host of new blended products, combining long-term care and life insurances, as more Americans are expected to need long-term care at some point in their lives. We will review your current insurance policies and provide an objective opinion on the adequacy of your coverages. Our goal is to ensure your insurance programs meet your needs and, if they don’t, we will help you find new programs that will.
Uncertainties abound when selecting the right insurance coverage. Which type of coverage is sufficient and how much do you need? How do you evaluate premium costs? Your decision must protect your family’s wealth and address your short and long-term needs and goals.
Our team assesses your unique situation and presents completely objective insurance solutions that address your needs. By continuously monitoring trends in the industry, as well as all the top insurance carriers, we can recommend the most appropriate and cost effective solutions.
Long-Term Care (LTC) Insurance and Disability Income Insurance
Many people must face a long-term illness or incapacitation. Planning for this possibility is imperative if you want control over your level of care. This control includes the freedom to choose a specific facility or opt for in-home care. Based on your personal profile, we’ll advise on long-term care insurance solutions to provide asset protection – keeping your loved ones from dealing with the day-to-day financial and physical responsibilities of your care. We will also help you evaluate disability income insurance which could be vital for you in retaining independence and maintaining your standard of living should an illness or accident occur.