Goheen Insurance: Securing Legacies with Expertise and Integrity.
August 24, 2021
Estate Planning
As you grow and evolve in your career you’ll find yourself in different stages financially. We’ve broken those stages down so that you can properly prepare for each one.
As you grow and evolve in your career you’ll find yourself in different stages financially. We’ve broken those stages down so that you can properly prepare for each one.
The base of the pyramid is preparing for life’s uncertainties. Insurance is the most cost-effective way to deal with this. Insurance can include life and health insurance, disability insurance, long-term care insurance, home and auto insurance and insurance against other perils. Adequate liquidity in your investments or in cash to cover emergencies along with a will is important.
The next level involves managing your money. Investment strategies should include diversification and risk management. The best option is to review you goals with a professional.
The top tier addresses retirement and estate planning. The ultimate goal is to ensure that you have income and assets for as long as you live. Your investments should be in line with your specific situation, goals and risk tolerance.
An estate planning professional can provide you with documents necessary to ensure a planned distribution to beneficiaries. The three stages sound simple yet few people adequately prepare for any of them.
We can work with your tax and legal professionals to develop a plan to help you reach your financial goals. So please give us a call today.
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estate planning, Life Insurance, Premium Finance, The Simplicity Company, Tips, Wealth Management
SHAWN GOHEEN
Meet Shawn Goheen, the heart and soul behind Goheen Insurance. Since the early ’90s, Shawn has been more than just a financial advisor; he has been a trusted confidant to high-net-worth individuals. His journey has led him to build strong connections with over 15 specialty lenders and insurance carriers, and relationships with 20+ banks, giving him a rare edge in navigating the often-complex financial world with ease and transparency.
We would love to speak with you personally about any of our services. Contact us today for a free consultation or to learn more!
Still have questions?
We would love to speak with you personally about any of our services. Contact us today for a free consultation or to learn more!
Complete the form above, and a Goheen representative will be in touch within 24 hours with next steps.
At Goheen Insurance, we’re more than just a provider of high-net-worth insurance solutions; we are your partner in securing a financial legacy.
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