Insurance Needs

Marriage changes everything, including financial goals and insurance needs. Newly married couples should consider a comprehensive review of their current individual insurance coverage to determine if any changes are in order. 

Life insurance and critical illness insurance to any marriage is a concern about the other’s future well-being. In the event of a spouse’s death or becoming critically ill, a lifestyle based on two incomes may mean that the cash flow obligations can’t be met by the surviving spouse’s single income. The financial burden can be avoided through the purchase of insurance in an amount that pays off debts and/or replaces the deceased spouse’s income.

It could be difficult to maintain your lifestyle for a long time if you couldn’t work because of an illness or injury. Disability insurance can protect your income if you become insured or ill.

Financial Planning

Retirement Planning