INSURANCE & RISK PLANNING

Protecting What You Love Most 

Insurance transfers the financial risk of unfortunate life events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of devasting loss. A risk assessment with planning topics includes a consideration of personal insurance, liability insurance, short and long-term disability, life insurance, and long-term care insurance.

 

If you are a business owner that relies on  key employees, we can help develop plans to protect your business from a key employee loss and the financial burdens that may affect your company's financial health.  

As we do with all of our financial plans, we take a comprehensive financial planning approach that includes a thorough insurance needs and gap analysis. Our advisors will review your existing coverage and policies to evaluate the potential impacts of disability, long term care, and premature death which can impact your future plans.

Securities & Investment advice offered through LPL Financial, Member FINRA/SIPC. Texas Private Wealth Advisors is a  separate entity from LPL Financial.  This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirement and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way  does advisor assure that, by using the information provided, plan sponsor will be  in compliance with ERISA regulations.   

This site is designed for U.S. Residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Please note that not all of the investments and services are available in every state.  

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