Insurance Planning

Insurance Planning Services

We provide a full range of coverage options, including but not limited to:

  • Life Insurance
  • Long-Term Care Insurance
  • Disability Insurance
  • Annuity Insurance

Insurance Planning is a critical component of a comprehensive financial plan. Protecting yourself, your loved ones, your home, or your business against unexpected events is a fundamental aspect of financial planning. When you are ready to start on your insurance plan, Craft Asset Management is here to help.

Craft Asset Management will help you plan for the unexpected and help you evaluate whether insurance should be part of that plan. We will discuss your situation in detail and determine how much coverage you may need, what risks you may be exposed to, and how much you should pay. We’ll proactively revisit your insurance strategy to ensure you have the optimal policies in place, giving you confidence even in the face of uncertainty.

 

Craft Asset Management does not provide accounting or legal services; however, we can work closely with your accountant, attorneys or other professionals to build comprehensive individual plans. Please contact us for a complete description of our financial planning services.

Craft Asset Management is a Registered Investment Adviser that provides financial planning, investment management, retirement planning, and works closely with attorneys and other professionals for estate planning purposes. We tailor our services to fit the need of each and every client. As investment advisers we are fiduciaries, and as such are held to the highest standard of conduct and act in the best interest of our clients.

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CONTACT US

  • Office:

    285 Rosedale Lane
    Fort Gay, West Virginia 25514

  • Phone:

    Office: 304.303.9949

    Fax: 858.656.8015

  • Email:

    Evan@CraftAssetManagement.com