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No financial strategy is complete without a plan to protect it. Life is unpredictable. Markets shift. Accidents happen. And unexpected health events or liabilities can derail even the strongest financial house if the right safeguards aren’t in place.
At Pfister, we help you proactively manage risk so that you can move forward with peace of mind. From income and asset protection to business continuity and long-term care planning, we make sure your financial strategy is built on solid ground.
Protection planning isn’t about fear. It’s about wisdom. We help ensure that no matter what happens, the most important parts of your life are protected.
Income in the event of illness, injury, or disability.
Assets from lawsuits, creditors, or liability exposure.
Loved ones and legacy goals in case of premature death.
Long-term care costs without draining retirement.
Businesses from disruption or leadership loss.
If you’re looking for financial peace of mind, not just insurance, you’re in the right place. You’ve worked too hard to leave your future vulnerable to chance. Our protection planning services are for:
Business owners with key person risk or partnership exposure.
Professionals seeking income protection or liability coverage.
Families planning for future care needs or education funding.
Anyone who wants greater financial stability and peace of mind.
Whether you already have insurance in place or aren’t sure where to start, we’ll help you assess, structure, and align your protection with your broader goals.
Do I have the right insurance, or just the insurance I was sold?
What happens to my family or business if something happens to me?
How much coverage is too much, or not enough?
Am I overpaying for outdated or overlapping policies?
How do I plan for long-term care without sacrificing my legacy?
Can I simplify and streamline my current coverage?
How do I coordinate my insurance with my estate and tax plan?
What protection strategies are other successful business owners using?
We start by understanding your full financial picture, not just your policies. We identify gaps, evaluate your current coverage, and help you implement solutions that support your entire plan, not just an isolated risk.
This may include:
Life and disability insurance review and restructuring
Long-term care planning and hybrid policy evaluation
Key person and buy-sell insurance coordination
Legal entity and asset titling analysis
Integration with estate, tax, and business succession planning
We work alongside your legal and tax professionals to ensure everything is cohesive, compliant, and designed with your priorities in mind.
The future is always uncertain. Your plan doesn’t have to be.
You deserve the peace of mind that comes from knowing you and your family
are protected, no matter what life brings.
Let’s make sure you’re building wealth on a foundation that lasts.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.