Protecting My Assets

Wealth isn’t a goal, it’s merely a means to an end—providing for and ensuring the well-being of those you love. From funding your children’s education to realizing your dream retirement and still leaving a lasting legacy, a Janney Financial Advisor can help preserve your wealth for its intended purpose.


According to the Council for Disability Awareness, just over 1 in 4 of today’s 20-year-olds will become disabled before they retire.

 

 

Things to consider

Even though you’re in the prime of your career, with the ability to take on investment risk, you still have responsibilities and need to protect your income from the “what ifs” in life.

A person holding an umbrella

Ensure income continuity

Would your family be financially protected if you suddenly couldn’t work? Do you have adequate life and disability protection?

A briefcase

Manage taxes

Make sure your beneficiaries for your assets and a trusted contact is in place.  

A safe

Shield your business

From key person insurance to a life insurance funded partner buy-sell agreement, make sure you’re protecting your business assets.

Institutional Banking

Diversify concentrated stock holdings

Holding a concentrated stock position might mean taking on unnecessary investment risk. Consider diversifying your portfolio.

What to ask your Janney Financial Advisor

  • How much life insurance coverage do I need to replace my family’s income?
  • Are there ways to reduce my investment risk without sacrificing too much growth potential?
  • How do I decide who should be named beneficiary of each of my assets?
  • As a business owner, how can I better protect this important asset?

 

 

 

 

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

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For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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