We help you identify the gaps in your wealth management strategy and shore up your defenses so you’re prepared to weather any unexpected bumps in the road.
As the saying goes, you make your plans, and then life happens. At Coldstream, we help you identify and prepare for non-investment-related risks that can derail your life or financial stability. We provide a comprehensive insurance review that examines risk from all angles, including access to our in-house property and casualty insurance experts at Fit Insurance.
Examining and managing risk from all angles:
Property & Casualty – Protecting valuable assets
Liability – For your actions or association
Healthcare – Balancing quality, cost & specific needs
Income – Ensuring ongoing income if you can’t work
Survivorship – Protecting your survivors if you die
Estate – Funding the cost of estate settlement
Are you ready for Comprehensive, Personalized Wealth Management?