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Insurance Planning

Client Centered

Growing your wealth is a priority, but protecting and preserving your assets is equally important. Wherever you are in life’s journey, it’s crucial to understand the ramifications of sudden changes and ensure the continued protection of you and your loved ones. At SecondHalf Coach Wealth Management, our non-captive, independent advisors provide solutions tailored to your needs. By working closely with you and your family, we will perform a comprehensive review of your insurance needs to protect against potentially catastrophic risks.

By executing full audits of your existing insurance portfolio, we will ensure you have the proper coverage and asset protection structures in place. We work closely with insurance specialists to provide an independent and objective evaluation of your risk management program.