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An important, and sometimes overlooked, component of your financial asset portfolio is insurance. To help ensure that you can meet your financial obligations, maintain your current lifestyle, and take care of the people who depend on you , we can help you to assess your needs and make informed decisions in three important insurance areas: 
  • Life insurance can mitigate risks posed to your family by the loss of your income, as well as recognize and safeguard the very real monetary contribution of non-earning family members. It can also be used to achieve specific business or estate transfer goals.
  • Disability income and retirement insurance can replace a portion of your income and what you have been contributing to your retirement plan if you are unable to work due to sickness or injury.
  • Long-term care insurance provides for the cost of long-term care, giving you added choices in types of care, increasing the odds that you can stay in your home and decreasing the possibility that you will become a burden to others. This type of insurance pays for care that is generally not covered by health insurance, Medicaid or Medicare.

As insurance products and designs change and your life circumstances evolve, we can help you gain confidence that your coverage meets your needs.

Contact us to discuss a custom-designed insurance strategy in order to protect your future.


Copyright © 2017. All Rights Reserved. Triangle Financial Advisors | 2301 Rexwoods Dr., Ste. 100 | Raleigh, NC 27607 | Phone (919) 789-3098

Securities and Investment Advisory Services offered by Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance offered through Triangle Financial Advisors, LLC and is not affiliated with Royal Alliance Associates, Inc.

This communication is strictly intended for individuals residing in the state(s) of CA, DC, DE, FL, IL, MD, NJ, NY, NC, TX, VA and WI. No offers may be made or accepted from any resident outside the specific states referenced.

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