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Insurance Planning

Optimize your insurance. Protect your family for less.

As fee-only fiduciaries, we prioritize your financial security without pushing products. We never accept commissions and only recommend insurance when it addresses a genuine risk to your financial well-being. The decision to proceed always remains with you.

 

When insurance is necessary, we collaborate with trusted, independent insurance brokers who comprehensively shop the market to find the best options for you. As part of our service, we review your existing policies, analyze your need for insurance and provide on-going monitoring and advice on any policies you have.

 

Common types of policies we advise on are:

   ✓    All types of life insurance

   âœ“    Short- and long-term disability insurance

   âœ“    Long term care insurance

   âœ“    Annuities (while we don’t place them, we often help clients find their best use)

   âœ“    Umbrella Insurance

 

We believe insurance should be used strategically to cover specific risks, preparing you for the catastrophic while hoping it's never needed. But if it is, you’ll be prepared and protected.

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​​​Ready to start? 

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Clarify your vision.

Simplify your wealth management.

Focus on what truly matters.

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© 2024 Gather Wealth, LLC

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. This website and its associated links offer news, commentary, and generalized research, not personalized investment advice. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this website should be interpreted to state or imply that past results are an indication of future. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.

 

Investment advisory services offered through Guardian Wealth Advisors D/B/A Gather Wealth, LLC. Guardian Wealth Advisors is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Raleigh, NC. Registration does not imply a certain level of skill or training.

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