Insurance is like Goldilocks. Too little insurance, and you could have a financial hardship. Too much, and you are depleting savings.
At Benold Financial Planning, we assess your risk tolerance and financial circumstances to determine the correct amount of insurance needed. Below are a few types of insurance we examine:
By reviewing your current policies, we diagnose if you are overpaying or are underinsured. Both can have adverse outcomes. In addition, we analyze if there are gaps in your coverage where additional insurance needs to be purchased. Not all insurances are necessary for everybody. That is why we look at your specific situation and recommend solutions based on it.