One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
Then, we tailor your financial plan to prepare for the unexpected, which could include preserving your estate with long-term care insurance, building a protective cushion with life insurance, and combining protection and tax-advantaged growth opportunities with annuities. Working together, our team helps you preserve your overall financial plan, your way of life and your confidence in reaching your goals even when the unexpected happens.
Working together, our team helps you protect your overall financial plan, your way of life and your ability to reach your goals even when the unexpected happens.
Case Study: Maximizing The Potential of an Annuity with an Insurance Policy
Saling Wealth Advisors is an SEC registered investment adviser located in Louisville, Kentucky. A copy of Saling Wealth Advisors’ current written disclosure statement discussing Saling Wealth Advisors’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Saling Wealth Advisors upon written request. Saling Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Saling Wealth Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.