106 Things We Do For Clients, No. 14

by | Feb 22, 2017 | *Financial Awakenings, Fee Only Financial Planning

No. 14 Of 106 Things We Do For Clients

Review and recommend life and other insurance policies to protect your family. We don’t sell anything, but we analyze everything. Since we have no vested interest except your well-being, we will tell you exactly what we think of your existing insurance coverages and exactly what we would do if we were in your shoes. It’s rare that we don’t see some coverage that is a waste of our client’s money or a coverage they need but don’t have. We will give you the straight scoop and then help you shop.

Print Friendly, PDF & Email