Starting A Family
Your Family Is Growing
When your family begins to expand, a whole new slew of financial concerns arises: what does our new budget look like? How much should we set aside for a college fund? What's the best strategy for leaving behind a legacy? All-in-all: Where should I save and how? That's where The Piedmont Group can help. Our communicative consultant will guide you every step of the way so that you are best prepared for this chapter of life.
Let's Make Sure You Are Prepared
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Cash Flow Analysis
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Planning For Their Education
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Leaving Something Behind
Cash Flow Analysis
Planning For Their Education
Leaving Something Behind
Three Questions To Ask When Planning For Life Insurance
Q How much insurance is the right amount?
A
Every person's life insurance needs are unique, that’s why we will take an individualized approach when determining just how much insurance you need. Typically, clients like to be certain that they have enough coverage to pay off debts, to provide a college education to their children, and to provide income for their families in their absence. Although this is a good start, this may undermine the true value that a person has on those around them.
Q Which type of insurance do I need?
A
From term to permanent to variable to universal life insurance, there are a plethora of options to fit any individual situation. Having someone that is knowledgeable about these options can make the difference when choosing a product that's right for you. One of our financial advisors can educate you on these different choices to help you make the best decision.
Q What company is the right fit for you?
A
There are hundreds of life insurance carriers in the marketplace, each with their own niche. Choosing a strong company that has withstood the test of time is important to protecting your family in both the short and long term. Our financial advisors can help you decide which company is best fit for your needs.
