Business and Personal Estate Planning

The cornerstone of financial independence is a carefully thought-out plan with specific goals and the funding to help met them.

Insurance is about protecting what’s important to you, both personal and business, against the unexpected. It is used as a funding vehicle for your plan. Any time you have significant events or changes in your life, it's time to review and update your coverage.
  •  A new job or starting a business
  •  Selling or transitioning your business
  •  Buying a home
  •  Changes in your income
  •  A change in marital status
  •  A new baby
  •  Approaching retirement
  •  New drivers in your household
  •  Kids going away to college
  •  Paying off a car loan
  •  Moving to a new apartment
  •  Home improvements
  •  Purchasing jewelry, antiques, computer equipment or other expensive items

For more details, here's a Life Stages and Event Inventory checklist.

Life Stages and Event Inventory

This inventory can help you determine if there are any recent or upcoming life events or life stage changes that would make it beneficial for you to review your current insurance protection.

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Navigating Life Insurance

Almost everyone can benefit from life insurance. It is the best way to provide financial assistance to your survivors.

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Disability Income Insurance

Disability Income insurance protects you in the case of loss of income. If you lose your ability to work, either from temporary or permanent disability, disability insurance replaces your income.
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Annuities

They’re long-term contracts from an insurance company where you invest your money. In return for your investment, you get income from regular payments.



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Retirement
Planning

A secure, comfortable retirement is every person’s dream. Since we're living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. Achieving the dream of a secure, comfortable retirement is much easier when you plan your finances accordingly.
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Business Owner Succession Planning

Every successful business owner must eventually face the question: What will happen to my business when I become disabled, retire, or die?


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Small Business Insurance Basics

Regardless of the size of your business, you will need some level of insurance to protect you and your business.
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Group Health Insurance

In its most basic form, group health insurance is an insurance product that provides health insurance benefits to those who are part of a group.



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Individual Health Insurance Basics

Individual and family health insurance is a type of health insurance coverage that is available to individuals and families, rather than to employer groups or organizations.
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HSA Qualified Health Plans

When you have an HSA Qualified health plan, you are eligible to contribute to a Health Savings Account (HSA), a type of savings account that allows you to set aside money on a tax-free basis to pay for unreimbursed qualified medical expenses.
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Learn More About Our Team

Shane Quintana, LUTCF
Business and Estate Planning Specialist
About Shane
Donna Quintana, RHU
Employee Benefits and Health Insurance Specialist
About Donna

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