Understanding Financial Defense & Offense

A successful strategy must have the right mix of both 

Defense or better yet, BACKSTAGE

  • P & C / Umbrella
  • Disability Income Insurance
  • Life Insurance 
  • Long Term Care Insurance 
  • Wills/Trusts

Offense or better  yet, ONSTAGE

  • Savings Account
  • No Non-Deductible Debt
  • Tax Advantaged Savings
  • Taxable Savings
  • Business/Home Ownership