Strategic Insurance

Strategic Insurance and risk mitigation is an integral part of a comprehensive financial plan. It is more than just protecting your financial assets. Insurance is peace of mind.

  • Property insurance to protect your summer home on the coast of Maine.
  • Long-term care insurance protects your finances from life’s unexpected events.
  • Life insurance to maximize the impact of your legacy in years to come.

Just as financial goals can vary greatly from one person to the next, strategic insurance needs are also highly varied. Whether those needs include Property, Long-term Care, or Life Insurance, Means Wealth Management will work with you to design a customized insurance strategy that aligns with your unique financial goals.