Overlooked Portfolio “Insurance”

An often-overlooked benefit of working with a team on your finances, is being prepared for the unexpected life events that in some ways shouldn’t be all that unexpected. Issues of untimely passings, cognitive decline, or other trials can leave families in some very tough spots that we unfortunately see all too often. Having a team around you and your family ensures someone is helping keep watch, as well as being there to step up during such times to alleviate some of the burdens.