- Oct 19, 2022
- 3 min
New Year's Financial Resolutions
A 2018 survey conducted by NPR and The Marist Poll in 2018 suggested getting in shape was one of, if not the most, popular new year’s...
MCA Registered Investment Advisors
As with investing, insurance begins with understanding. We take the time necessary to fully understand the outcomes you want for your family or business – as well as to explain what the implications would mean to you under various scenarios.
Proper planning is equally important. For small businesses, it’s often well worth it to take care of a key employee or employees using insurance as a vehicle. In the case of sole proprietorships, liabilities don’t simply disappear with the owner’s death. Those left to run the business – or the owner’s family members – inherit these liabilities. Once again, proper planning can make the difference between a smooth transition and a disaster.
Call us to learn more about how we can help make this happen for you.