A comprehensive, unbiased strategy to safeguard your hard-earned assets is an important complement to thoughtful planning and investing.
It is crucial to take an objective look at your financial exposures and be cognizant of where you might avoid, transfer, or knowingly retain certain risks. We can advise you on appropriate umbrella and disability coverage, as well as assess your need for long-term care or life insurance.
Other insurance-related services include advising you on transitioning to Medicare and assisting you with securing coverage for dispersed or difficult-to-insure assets, such as homes located outside the U.S.
Finally, we often uncover circumstances where clients were sold insurance policies, annuities, and other financial products that are expensive and may no longer be suitable. We will help you review your policies absent conflicts of interest.
*Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Blume Capital does not serve as an attorney, accountant, or insurance agent. Blume Capital does not prepare legal documents, nor does it sell insurance products. When requested, Blume Capital will work in conjection with your legal, accounting and insurance professionals.