Preservation Planning

Avoid getting into a financial bind if you end up disabled, unable to work, or in need of long-term care by planning for your protection. 

An important part of financial planning is identifying and managing the potential risks that can impact your finances. The value of insurance is that it's a cost-effective way to mitigate or share the potentially overwhelming cost of various risks.

We will analyze your current insurance to help you discover if you are adequately insured against:

  • Medical risk, including long-term care
    • Long term care is a range of services and support for your personal care needs. Most long-term care isn't medical care. Instead, most long-term care is help with basic personal tasks of everyday life. 
  • Disability and death
  • Liability and property loss

You can avoid losing your assets by making plans for their preservation and protection before an unfortunate life event happens to you. The first step you’ll take with us is to identify your exposure to loss and then implement plans to reduce your risk.


Call us Today To Get Started at 714-449-8800

Insurance and annuities are products of the insurance industry. Guarantees are subject to the claims-paying ability of the insurance company and surrender charges may apply if money is withdrawn before the end of the contract.