A great financial plan is meaningless without some safeguards around your plan, your income, and your assets to ensure your success.
Your greatest asset is YOU!
Protecting YOU is the foundation of protecting your entire financial plan. Unfortunately, bad things happen from accidents and extended illness to death.
Ensuring that you and your family’s income needs would not be in complete jeopardy in the event something bad happened to you is vital.
Insurance products such as Life, Income Protection and Extended Care Insurance can provide a safety net that will provide income when you can’t.
As your life changes your insurance needs will change. We can work together to create a balanced mix of protection insurance that will help mitigate those unforeseen life challenges throughout your lifetime.
Protecting Your Investment Assets
At Independent Financial Solutions, we strive to protect your investments from the impact of major market swings.
A vital element of your protection plan is to ensure your investment portfolio is routinely reviewed and rebalanced.
In a word, “monitor.” Think of it as a tune-up for your car: it allows you to keep risk levels in check and minimize likelihood of a break down.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
Wealth creation is not an event, but more like a journey. Understanding where you are today and where you want to be is part of the adventure. Start exploring your vision today.
