Insurance Acworth GA - (770) 285-7044

Purchasing insurance – either life insurance or disability coverage – from a regular insurance salesperson might be risky. You see, more often than not when the traditional life insurance salesperson pitches their policies the only thing they’ll take into account is your current income. “So”, Mr. or Mrs. Customer, “because you earn X amount of income you should have Y amount of insurance coverage.” While your income has to be a criteria in deciding on how much insurance you might need, very often is it shouldn’t be the SOLE factor. Other factors can include investment income, business income, child support income, and alimony, just to name a few . Your insurance requirements should take into account your TOTAL financial picture, not just your income. So where can you turn to for this evaluation? For a fact a Certified Financial Planner can have the information to do this total financial analysis and lay out for you about recommended levels of insurance coverages. But with a fee-basis financial advisor, this might be overkill and, cost-wise, not practical for many people. So where can you find this kind of comprehensive review? One source many people perhaps may not have considered is a CPA. It’s true that most people think of their CPA in light of taxes but that person is in a unique position to know your individual monetary picture. And more and more CPA practices are realizing the great benefit they can offer their clients by offering insurance , that being capable of offering guidance on the products and amounts of coverage based on the client’s actual situation and not just based the broker’s need to make a sale. You are invited to call us at the number on your screen if you would like a complete insurance review based on your total financial picture. Even if you have used another CPA or tax preparation service we can generally give you an accurate recommendation from reviewing your past tax returns. So call us today and let’s review your insurance coverages – what you have now and what, if anything, you might need to add to your portfolio.