Insurance is an often overlooked piece of an effective financial plan. Here at Bill Few Associates we can help you decide which life insurance plans and long-term care plans are right for you.
Insurance, both life insurance and long-term care insurance, are key to an effective and comprehensive financial plan. Your Bill Few Associates financial planner will walk you through the steps necessary to determine your insurance needs, as well as integrating life insurance into your wealth management strategy.
Our advisors at Bill Few Associates will provide personal guidance on determining if your current coverage is adequate for your current and future security. You will learn how we can integrate life insurance policies into your retirement and estate plans. We can also guide you to the best long-term insurance plan to fit your personal needs and financial plans.
Our Planning Process
We’ll be with you every step of the way.
We get to know you and your lifestyle and evaluate your financial situation.
We identify and explain the opportunities for your personalized plan.
Create your plan, and together put the plan into action.
Meet regularly to make sure your plan is on track.
Getting started is easy.
Important: The security of electronic mail sent through the Internet is not guaranteed. Bill Few Associates therefore recommends you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is also not guaranteed. Therefore, Bill Few Associates will not accept time-sensitive or action-oriented messages sent to us via electronic mail, including authorization to “buy” or “sell” a security or instructions to conduct any other financial transaction. Such requests, orders or instructions will not be processed.