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Insurance Planning

Evaluating risks and helping to maintain the quality of life for you and your family.

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At Chatterton & Associates, as one of our five pillars of comprehensive financial planning, protection (insurance) planning is of the utmost important in confirming that you and your loved ones can rest easy knowing the right level of coverages are protecting your overall financial health.

Our team of financial planners works closely with clients to identify and evaluate your protection needs, and then recommend the proper insurance solutions to protect you and your loved ones from unplanned turbulence.

Have you had a life changing event, such as retirement, where you should reassess your overall insurance needs? Many life events can spark a shift in your need for either increased or decreased levels of protection—our comprehensive Financial Planners review and evaluate all your needs for proper protection with an honest and discerning eye.Life Insurance Planning Graphic

Life Insurance

Life insurance can protect your loved ones from drastic lifestyle changes in the event of an untimely death. Family members can transition more smoothly with the financial assistance needed to adjust. Beneficiaries can specifically use the funds for funeral expenses, unpaid medical bills, college education or down payments towards a home mortgage.

 Speak with a financial planner to discover your coverage needs.

Long Term Care Insurance

Long term care insurance can help you pay for the care you need when living at home, an assisted living facility, or nursing home. Especially when considering that Medicaid only offers limited coverage for the first 100 days, long term care insurance can cover various care arrangements for a few years, or for life. 

Request information to find out if you are receiving the care you need.

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As a fully independent wealth management firm, Chatterton & Associates aims to analyze and recommend the proper insurance planning solutions to help you and your loved ones retain the financial security you’ve worked hard to achieve. Watch our videos to learn more about our company, services, life learning seminars, and client appreciation events.

Check the background of this firm/advisor on FINRA’s BrokerCheck.