We use sophisticated planning techniques to determine the amount and type of insurance necessary to cover the specific needs of each client.
What is insurance planning?
Insurance planning is a key component of a comprehensive financial strategy, focused on protecting you, your family, and your assets from unexpected events and financial risks. It involves evaluating your current insurance coverage and identifying potential gaps to ensure you have the right types and amounts of protection in place. This includes life, health, disability, auto, homeowners, and long-term care insurance, among others. The goal is to minimize the financial impact of unforeseen circumstances—such as illness, accidents, property damage, or loss of income—so they don’t derail your long-term financial goals.
We offer insurance solutions for all phases of life, ranging from just starting out, to getting married, to raising a family, to enjoying your retirement years.
A solution tailored to fit your needs
At CTS Financial Group, we monitor a large number of insurance companies to select only those carriers, products and policies that best fit the parameters of our clients’ personal and family planning requirements. We work with clients to identify and select –
Life Insurance
Health Disability Insurance
Long Term Care Insurance
