Insurance Planning

While it is impossible to plan for all of the what-ifs in life, building certain risk management protections into your wealth management plan is important. Protecting your family and financial well-being if you become ill, injured or experience and untimely death, is an important component of comprehensive financial planning.

HeimLantz Wealth Management takes family risk management seriously. We help you develop a thorough plan for protecting those things that depend upon your income—your family and your lifestyle. We also perform regular reviews of your plan in order to account for whatever life changes occur. You can trust us to have your best interests in mind.

Successfully planning for these potential events cannot be overstated, considering the effect they can have on your overall plan.

When you’re ready to consider your family’s protection, HeimLantz Wealth Management can provide:

  • Long-Term Care Insurance
  • Disability Protection
  • Life Insurance Needs Analysis
  • Strategies for future tax-free income in retirement

We encourage you to contact us to set up a time to discuss your risk management plan.