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Financial Planning

Insurance Planning

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          Portfolio Management

          When reviewing insurance coverage (life, disability, auto, homeowners, long term care), we find that many clients are under insured or over insured.  The lack of proper insurance coverage can deplete savings and ruin your financial plan.  Legacy makes specific recommendations that we will assist the client in implementing with their insurance agent. When looking at clients’ insurance policies, we seek to answer:

          • Is my auto policy coverage appropriate, and do I have uninsured motorist coverage?
          • Is my homeowners policy up to date, and have I considered earthquake insurance?
          • Do I have a liability umbrella policy, and how much coverage should I have?
          • Do I have sufficient life, disability, and long-term care insurance?
          • Are my policies structured appropriately?