Is Your Business Under-Insured?

Business owners know that having the right insurance policies in place is vital, but not everyone realizes the importance of having enough insurance.

Estimating the insurance needs of a new business entity does not go easily with running a business. There are so many different factors to consider that the best course of action is often to get the regular help of a professional – someone with years of experience getting coverage for all different types of start-up companies.

We Asked Tomer Dicturel: What Makes Your Financial Planning Firm Different Than The Others Out There?

At Advanced Wealth Partners we help clients build and protect their wealth. This is done using our full range of financial planning services, including basic estate planning, tax planning, retirement planning, college planning and asset protection, moving up to consulting on proper investing.  We also can ensure that clients have a properly executed will and/or trust.

During my first meeting with a client, whether it’s a professional athlete, a physician, a high level executive or anyone, for that matter, I ask a few simple questions about short-term, medium and long-term goals and expectations.  After listening to that “wish list” for the future, we come up with a customized plan, and create a road map to bring this plan to fruition.  Some plans will involve buying specific financial products, some will involve buying life and other insurances, and others just need a bit of organizing.