Designing an insurance portfolio hinges on properly identifying your needs. Insurance is an important tool - a funding mechanism to satisfy a need or objective, be it asset protection, income protection, transfer of wealth, or protecting your family. Our challenge is to evaluate different insurance products and mechanisms, and their various cost/benefit structures, in light of your overall strategy.
Sutherland Campbell Tax & Financial Services independently represents over 15 companies in multiple states, and upon completing your evaluation, we can design an insurance portfolio that efficiently and effectively serves your needs.