Life has a way of throwing curveballs when you least expect them. We help you identify some of these potential threats and put protective strategies in place so you can move forward knowing your family and future are protected.
Smart risk management is about protecting what you’ve worked hard to build. We help evaluate your insurance needs and develop strategies to protect your income, assets, and family’s financial security.
We evaluate your life insurance needs and recommend appropriate coverage based on your financial obligations, family situation, and estate planning goals.
With rising healthcare costs, long-term care planning has become increasingly important for protecting your retirement savings and family assets. We evaluate options that fit into your overall plan.
Your ability to earn income is often your most valuable asset. We help analyze disability insurance options to protect your income if you become unable to work.
Business owners have additional insurance needs, including key person coverage, buy-sell agreements, and business continuation planning. We help coordinate this process.
Business owners have additional insurance needs, including key person coverage, buy-sell agreements, and business continuation planning. We help coordinate this process.
Life is unpredictable, and the wealth you’ve worked so hard to build deserves protection. With decades of experience helping hardworking families like yours, we know how to create risk management strategies that fit seamlessly into your overall financial plan.
We integrate insurance planning with your overall financial strategy rather than viewing coverage in isolation.
Our recommendations are based on your specific situation, family needs, and financial obligations rather than product sales.
Your insurance needs should change as your life evolves. We provide regular reviews to make sure you have the right coverage.
Risk management is most effective when coordinated with your overall financial plan. Discover how our other services work together with insurance planning to help protect and grow your wealth.
When it comes to protecting your financial future, experience matters. Our team has spent decades helping families in the Toledo area with risk assessment, insurance planning, and asset protection.
Our team is ready to help hardworking families like yours evaluate their insurance needs and develop protection strategies that provide peace of mind and financial security.
Stay informed on insurance trends, coverage options, and risk management strategies that can help protect your financial plan and your family’s future.
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Stirling Capital are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2.
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