Insurance planning is a branch of financial planning used to mitigate financial risks and protect your assets from potential threats. At Independent Financial Services, we use professional advising techniques to evaluate your current financial situation, where you can stand to take risks, and what factors can potentially impact your future financial growth. See how using insurance planning may help prevent future financial losses. 

Calculating Risks

Varying factors come together to determine how risky certain financial endeavors may be. Whether you are thinking of investing in stocks or purchasing life insurance, we can help you weigh risk factors to determine which path is best for your situation. Risk management is the process of calculating your risk tolerance by looking at the following information:

• Age
• Number of dependents
• Health
• Job stability
• Financial income
• Value of assets

Creating Safety Nets

Using insurance to safeguard your assets is like throwing a lifesaver around them to protect them from potential harm. If an unexpected financial hit does occur, a pre-existing insurance policy may be able to absorb some of the blow and reduce your financial losses. 

Learn More about Our Services

If you are ready to sit down with a professional insurance planning advisor and identify your current risk factors, we invite you to contact us today. Learn more about our services by calling us at 800-261-7822.