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Insurance Review and Planning

 

Forrestall CPAs assists in risk management of all kinds.  Understanding insurance programs and how they work can be daunting for many people.  There are so many options to choose, so many companies with endless products and services.  Let our team assist your family or business.

We review our clients overall risk position and look forward to assess needs in the future.  Some clients can self-insure while others need temporary coverage.  We have many clients looking for a permanent solution to leave a legacy.   Every situation is unique and we tailor a solution to you and not the other way around.

Take advantage of our free policy review to understand what you currently own.  Our services include;

  • Review of policies for life, disability, long term care, liability, property and casualty, asset protection, fixed and variable annuities
  • Coverage assessment and product review
  • Social Security analysis and planning for maximum benefits
  •  401(k) and Pension review
  • Legacy & Estate planning

 

Our team of professionals have credentials that include Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Chartered Retirement Planning Counselor (CRPC)