As an integrated wealth management firm, the importance of evaluating all aspects of a client’s financial picture—from investments and estate plans to taxes and insurance—has been one of the cornerstones of our practice.
We feel it is part of our fiduciary obligation to consider the insurance needs of our clients and believe there are numerous effective and appropriate ways to incorporate insurance into an integrated financial plan.
In carefully evaluating insurance needs for our clients, we ask many questions to determine the key factors driving the need for coverage. Examples include the following:
The reasons to put a policy in place are as varied as the needs of our clients. No two situations are identical.
ViaForte is a wealth strategy and insurance advisory firm that services CCM clients with life, long-term care, and disability insurance planning. ViaForte is a separate but affiliated entity of CCM.