Ensuring your future is a critical step in your financial future. Knowing the correct amount of insurance and understanding the correct type of insruance are two main concerns our clients face. We work with you to not only design a plan but help you understand how it fits into your overall financial picture.

How you benefit
As you work with our team, you will receive professional guidance from your advisor as well as a comprehensive analysis of your insurance needs.

You will also receive:

• Counseling from a planner whose interests are yours.
• A clear understanding of what protections you and your family have from contigencies concerning your financial plan.

Our approach
We take the approach of a family advisor. We treat each cleint with the same respect and courtesy as if we were assisting our own immediate family. Our approach is a comprehensive step-by-step process that includes:

• A review of current financial and current insurance documentation.
• We thoroughly discuss the options available to determine the areas of over insurance, risk exposure, or inappropraite coverage.
• Professional guidance from an experienced professional.

For more information regarding Insurance Advisory services, please feel free to contact:

Carolyn Smith, CPA
carolyn.smith@padgett-cpa.com
Phone: (210) 828-6281
Toll Free: (800) 879-4966