Insurance Protection

Back to Financial Planning: Overview

Managing risk through insurance and other vehicles can be an important part of a comprehensive financial plan for individuals, families, and business owners.

We can offer objective, independent advice on insurance issues, including life, disability, and long-term care insurance. For clients who desire it, we can help obtain insurance coverage as well. Paul Bonapart is fully licensed to sell life, long-term care, and other health-related insurance coverage (CA insurance license number 0808412).

An Action Plan for Long-Term Care

Overview of Actions to Take to Help Manage Finances After a Disaster Strikes