Nobody wants to think about having an accident or suffering from a tragedy. But preparation can make all the difference for the well-being of your family.
Being prepared for the risks you face in your life can help minimize the potential losses that come with them.
KCA Wealth Management can assist you in identifying the proper types and amounts of insurance that are appropriate for your situation.
A Holistic financial plan should address the need for proper risk management and insurance coverage. Considering what cash flow or future income may need to be replaced in the event of your death or disability is an often-overlooked component of a holistic financial plan. Your human capital may well be your greatest asset.
Protecting your family, your business and your legacy are presumably priorities. Insurance can be the cornerstone of your overall wealth management program, whether you are in the accumulation, preservation or distribution phase of your financial life.
KCA Wealth Management addresses all aspects of your financial life to ensure a coordinated plan is developed which may include:
- Life, Health & Disability Needs
- Retirement Cash Flow Needs
- Executive Planning & Benefits
- Business Succession Planning
- Estate & Legacy Planning
- Long Term Care Needs
- Charitable Gifting
- Property and Casualty Needs
- Educational Planning Needs
Have gaps in your financial plans? We identify missed opportunities in planning and strive to make our clients more successful by taking advantage of the opportunities and filling in gaps.
Let’s explore opportunities to reach your life goals.
Schedule a meeting or complete the form below to discuss how we can help plan your current, future and legacy dreams.