A comprehensive financial engagement must include a review of the client’s insurance strategy. To meet this objective, we partner with Highland Capital Brokerage to provide the highest quality of insurance consulting to clients. Highland Capital Brokerage will serve as a key member of your wealth management team, and will review your insurance portfolio in the context of your current needs, projected income, retirement plans and legacy intentions. Whether your needs are term insurance, funding for buy/sell agreements or policies to help transition assets efficiently to heirs, we can help find solutions.
While advisors at HHM Wealth maintain their insurance licenses, we draw on Highland Capital’s expertise in product selection and ability to match the clients’ health status with specific insurance companies. Our collective expertise allows us to help clients with:
We believe insurance offers more than protection from unforeseen events. Insurance solutions can help you at every stage of your financial life, whether your goals are wealth protection, wealth accumulation or wealth transfer.
