Wealth Protection and Insurance

Integrated Risk Management and Insurance for Individuals and Families

A critical aspect of wealth management is reducing or eliminating uncertainties and risks related to your family’s well being, your long term goals and the overall success of your wealth management plan. This ensures that you are able to protect and maximize the value of your wealth and what gets passed down to future generations.

When it comes to shielding against risk, insurance can help protect you and your family from the unexpected. This includes:

  • Preserving individual and family wealth for future generations.
  • Helping to cover estate tax liabilities.
  • Safeguarding the loss of wealth.
  • Replace income due to unforeseen life events.
  • Providing a tailor-made succession plan for your family business.

As part of our Harvest Wealth Management for Life service, we will assess the impact of long-term care on your retirement wealth needs based on your location and financial situation. This analysis will also take into account your other Lifetime Financial Planning needs, including goal-based planning and life events planning.

Upon completing this analysis, we will determine the optimal wealth protection strategy to meet your specific needs, including the amount of insurance required to cover future expenses and meet your financial goals.

We have developed a wide network of professional advisors to compliment our services. Bringing in the appropriate professionals makes the comprehensive wealth management plan come to life and helps ensure its success.

Our risk management and insurance services include:

Goal Protection
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
Income Protection
  • Disability Insurance
  • Business Overhead Insurance
  • Mortgage Protection
Liability Protection
  • Umbrella Insurance
  • Key Man Insurance

Through a comprehensive and integrated approach, our family team will help you utilize, safeguard and transfer your wealth in a manner that aligns with your wishes.

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