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Insurance & Asset Protection Planning

Address the risks you can. We’re constantly assessing your risks and working to shore up any gaps along the way. Protect your assets and guard against the unpredictable.

We can all see the value in protecting that which we hold dear to us. At Buchanan Wealth Management, we offer advice on strategies for how to best protect those you love and that which you’ve worked so hard for. Assessing your exposure is paramount to managing risks within the overall wealth, legacy, and financial plan. Allow us to help you proactively plan for tomorrow by addressing that which we can control and implementing safeguards in the areas we can not control. We assess where you are at and compare that to where you’ve expressed you want to be. We view Asset Protection Planning as a key piece of our overall wealth management approach.

At Buchanan Wealth Management, our Asset Protection Planning includes:

  • Insurance Portfolio Review
  • Term Life
  • Whole Life
  • Universal Life
  • Variable Life
  • Second-to-Die
  • Disability Income
  • Group Disability
  • Long Term Care
  • Group Long Term Care
  • Key Man
  • Cross/Sell