Facing one’s mortality can be one of the hardest things a person can do. We are conditioned to pursue our dreams and see ourselves as invincible. Most of us recognize the importance of having a conversation to ensure that our loved ones are properly taken care of just in case, but somehow life gets in the way.
Hi, I’m Yaakov!
I’m here to advocate for you and your family so that the goal of protection is reached. With years of experience in the financial services industry, I have the background and resources to guide you along the path of financial security. I work alongside a strong network of experienced professionals and through our collaborative approach can provide you the perfect team to help you reach your goals.
Hi, I’m Yaakov!
I’m here to advocate for you and your family so that the goal of protection is reached. With years of experience in the financial services industry, I have the background and resources to guide you along the path of financial security. I work alongside a strong network of experienced professionals and through our collaborative approach can provide you the perfect team to help you reach your goals.
You are
looking for
information on:
Whole life insurance offers permanent protection and a cash value while term insurance will give you the most protection for your dollar. My objective is to get you the right amount of insurance to protect your family between these two great products.
Replaces a significant portion of your income if you would become unable to perform the duties of your job due to a disability. Also known as income replacement insurance this is an important piece of protection that is often overlooked.
Are you looking to put away money to achieve a specific goal such as your child’s education or wedding expenses but want to avoid market risks and fluctuations? Let’s discuss alternatives that may be a better fit.
Have you given thought about building a nest egg to live out your golden years? There are many tools and vehicles to help you reach that goal. My team will help make sure you are using all of them to your advantage.
From wills and trusts to estate tax and gifting. Let’s discuss your plan and see to it that you are set up properly.
You may already have something in place but it hasn’t been looked at in a while or just have a question on your current plan.
When facing a
decision that
may be the most
impactful decision
you will ever make,
you need a partner
who is:
Honest
Honest.
Easy to work with
Easy to work with.
Knowledgeable
Knowledgeable.
Your advocate
Your advocate.
But seriously,
why take my word for it
when my clients are happy to
do the talking for me?
My process is simple:
The Discovery Session:
We set aside one hour so neither of us will feel rushed. We can meet on Zoom, on the phone or my favorite, in person (if you are local). I ask the right questions to best understand your individual needs. I give you vital information you need to understand to make an informed decision that will best bring you closer to your goal. If we feel like the right fit, then we will set aside another hour for the next step.
The Solution Session:
I will present actual solutions based on the concepts discussed in The Discovery Session. Once we decide on a plan of action, I will advise on what steps need to be taken to make our plan a reality. We will also discuss future follow up and other actions to be taken.