Fee-Only Life Insurance Financial Planning
Life Insurance and Financial Planning go hand in hand, when done properly. 90% of all financial plans work great, as long as you don’t lose your job, get sick or die prematurely. We help you plan for calamities, making sure your loved ones are protected if the unexpected strikes.
Insurance is one of the greatest financial products ever created, and is a critical piece of most financial plans. The role of insurance in wealth management is dependent on your overall financial situation and goals. People frequently pay too much for certain coverage and lack appropriate coverage in other areas. In addition, many people lack appropriate coverage for long-term care needs.
Operating at a fiduciary standard, Shakespeare is a fee-only advisor. That means we have no conflicts of interest when we evaluate a client’s insurance needs. We do not sell insurance of any kind. As a result, our recommendations carry more weight than a commission-based advisor trying to sell you a product.