Buy Life Insurance Alpharetta GA 770-203-0818

Life Insurance in Alpharetta GA (770) 203-0818 Purchasing insurance – either life insurance or disability insurance – from a typical insurance broker might be risky. You see, very often when the traditional life insurance broker presents their products the only thing they’ll take into account is your current income. “So”, Mr. or Mrs. Customer, “based on the fact that your salary is X amount of income annually you ought to purchase Y amount of insurance coverage.” While your employment income should be a factor in deciding on how much insurance you might need, very often is it shouldn’t be the ONLY factor. Other factors can include investment portfolio income, business income, child support income, and alimony, just to name a few of these other factors. Your insurance coverage needs should be derived from your ENTIRE financial picture, not just your income. So where can you turn to for this kind of evaluation? For a fact a Certified Financial Planner can be in a position to do this total financial review and lay out for you about necessary levels of insurance coverages. But with a fee-basis certified financial consultant, this might be overkill and, cost-wise, impractical for many people. So where can you find this kind of comprehensive review? One source many people perhaps may not have considered is a CPA. Granted most people think of their CPA in light of taxes but he or she is in a unique position to know and understand your individual financial picture. And more and more CPA practices are coming to understand the benefit they can provide their clients by offering insurance , that being capable of offering guidance on the specific products and amounts of coverage that are based on the client’s actual situation and not just based the agent’s need to make a sale. We invite you to contact us at the number on your screen if you would like an insurance analysis based on your total financial picture. Even if you have used another accountant or tax preparation service we can usually give you an accurate recommendation just from a review of your past tax returns. So call us right now and let’s look at your insurance coverages – what you have now and what, if anything, you might need to add to your portfolio.