Insurance Planning

While it may be unpleasant to consider the possibility of an accident, illness or natural disaster, foresight will make any potential difficulty more bearable.  Developing a plan to provide for your family, protect your income, and replace your valuables is simply a necessity.

Our oversight will assure you that your coverage is adequate to eliminate a substantial portion of your personal risk.  By combining our knowledge with an analysis of your current net worth we can offer insight and direction.  After reviewing your existing insurance policies, we will recommend changes we deem necessary to eliminate any unnecessary risk. This may mean, cancelling, changing the limits or replacing the types of policies you currently have.

 

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Click here to contact us with any questions or concerns about planning solutions Independent Financial Advisors can offer.

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       5995 Brockton Avenue, Suite B Riverside, CA 92506                 
p: 951.328.0894 f: 951.328.0895