Protect with Wealth Management and Insurance Planning

It’s impossible to know what tomorrow will bring – let alone next year, or the next decade. That’s why we feel it’s important to consider your risk management strategy and insurance needs as part of your overall financial planning.

At WNY Asset Management, our wealth management advisors consider all of your insurance strategies under the umbrella of a comprehensive financial plan. 

Choosing the right plan

The wealth managers at WNY Asset Management can help you determine your needs for a variety of short-term and long-term solutions, including:

Long-term Care insurance

It’s never too soon to start thinking about what you may need down the road. A little planning now can save you a small fortune later—and give you and your family much-needed peace of mind in case you or a loved one needs long-term care in the future.

Medicare Planning

The choices that need to be made can be very confusing, which is why we have partnered with professionals that can help you make the right choice when it comes to which Medicare plan is best for you.

Life insurance

The amount of life insurance you need changes over time. Our financial planners can help ensure you have the optimal coverage (including the right type of life insurance) for you and your loved ones.

Disability insurance

How would you support your family if you were unable to work? How would your loved ones afford your care if you suddenly became disabled? We can help you answer these difficult questions.

Pension maximization

You’ve earned the pension, and when you retire, you have options. Do you choose to accept the entire pension or leave survivor benefits? Should you take a lump-sum or is a monthly pension payment a better option? We’ll explain how life insurance may be able to provide the most benefit to you and your family when you are considering which pension option to elect.

Contact us today if you would like to understand what kind of insurance is right for your financial plan.

Trusting your financial team is important