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A tragic event can affect
even the best financial plan!
Although
most people turn to financial planners for
investment advice, the best financial plan
can potentially be destroyed by an
unexpected event. Death, disability,
injury, illness, and lawsuits can affect
your financial health, and for that reason
one should consider protecting their
financial plan against these
perils.
Our
experience has taught us that many people
fail to own the right type of insurance.
You could be wasting money on coverage
that you don't need or feel that you are
covered adequately and learn
otherwise.
At
Chelf Asset Management, we work closely
with our clients to make sure that you
have the coverage you need at a comparable
price. As an independent insurance and
investment brokerage firm we are not
obligated to any insurance company,
investment company, or bank. We put our
allegiance with you. Let us help you plan,
call (410) 663-0700.
Life
Insurance
- To
help pay estate taxes. Call for an
analysis of your potential
liability.
- As
an alternative for a monthly pension
distribution. If your employer offers a
monthly pension, it may make sense to
take the largest amount and purchase
life insurance for your spouses
benefit!
- To
replace your income. If you were to
pass, your family may still need your
income.
Health
Insurance
Depending
on your health, we may be able to save you
several dollars per month with the same
insurance company.
Long Term Care
Insurance
Let
us show you how to design a plan that is
right for you! We will compare pricing and
benefits from several insurance companies
to help find the "best bang for the
buck".
Auto & Home
Insurance
Although
we do not handle this type of coverage, we
highly recommend that you contact Tom
Welsch of Erie Insurance. Tom can be
reached by phone at (410) 925-1805 or by
mail at 7939 Honeygo Blvd, Suite 100,
White Marsh, MD 21236.
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