Are you confident you’re getting the most out of your current financial plan?
At Peoples Savings Wealth Management, we offer a complimentary Second Opinion Service to review your existing life insurance, disability insurance, 401K, or financial plans. Our experienced team will evaluate your current strategies and help you discover if there’s a better path toward achieving your financial goals.
What is a Second Opinion Service?
A FREE health check on your investments and insurance policies using state of the art analytical tools.
Get a FREE complementary Second Opinion on any of these insurance or investment options:
Investments
- Are your investments aligned with your long-term financial goals?
- Do your investments reflect your current risk tolerance?
- Do you know how your money is actually invested?
- Are you aware of all the fees associated with your current investments?
- Have your investments been regularly reviewed to ensure they’re performing optimally?
Insurance
- Life Insurance
- Are you beneficiaries up to date and current?
- Is your policy healthy?
- Disability Insurance
- Will your disability insurance provide for your family if you were incapacitated?
- Long Term Care Insurance
- Will your Long Term Care insurance allow you to stay in your own home?
- Will it pay for your nursing home care?
- Is your policy a reimbursement or indemnity policy? What’s the difference, and which one works better for you?
- Fixed Annuities
- Are you annuities performing and giving you the best rate?
- Do your annuities fit your overall financial plan?