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 pupose.
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 if’s” in life.
Would your family be financially protected if you suddenly couldn’t work? Do you have adequate life and disability protection?
Make sure your beneficiaries for your assets and a trusted contact is in place.
From key man insurance to a life insurance funded partner buy-sell agreement, make sure you’re protecting your business assets.
Holding a concentrated stock position might mean taking on unnecessary investment risk. Consider diversifying your portfolio.
*Social Security Administration, 2019 Fact Sheet
You don’t need to go it alone. We can help you navigate financial questions and give you greater confidence about the future.
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