Insurance solutions include:
- Custom-fit insurance design
- Comparative life Insurance premium & contract comparison
- Comparative long-term care premium and contract comparison
- Inforce insurance analysis & needs assessment
- Preliminary underwriting
- Annuity contract comparison
Applications for insurance include:
- Business Owner Buy-Sell Funding
- Charitable Remainder Trust Funding Replacement
- Wealth Transfer, Wealth Replacement
- Asset Protection
- Estate Liquidity
- Beneficiary Income Replacement
Insurance vehicles include:
- Life Insurance (Term, Universal, Whole)
- Life/Long-Term Care Hybrid Policies
- Long-Term Care Insurance
- Immediate Annuities
- Deferred Annuities
- Longevity Annuities
- Term, Universal Life, Whole Life
AAFCPAs has extensive experience providing insight and analysis of insurance portfolios, helping to ensure proper alignment of insurance offerings with individual, family or business owner goals.
We appreciate the trust we have earned from our clients and believe that no two individuals are alike.
Every financial planning situation is unique and requires a careful and comprehensive plan. We work diligently to understand your needs, circumstances, priorities, and goals and then set clear financial objectives and a plan to achieve them. In anticipation that your objectives may change over time, we proactively review your insurance solutions periodically, and in the context of your evolving comprehensive financial plan, and propose adjustments as appropriate.
Our services are designed for those who appreciate tax optimization, transparency, integrity, independence, and personalization. Our goal is to provide valuable peace of mind so our clients may concentrate on enjoying life fully.