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No One Can Surely Predict The Future, 

But We Can Protect It.


Schedule a Complimentary Consultation


"RISK IS LIKE FIRE: IF CONTROLLED IT WILL HELP YOU; IF UNCONTROLLED IT WILL RISE UP AND DESTROY YOU."  

– THEODORE ROOSEVELT



Protection Planning




Risk Management


Risk Management goes beyond just ensuring your assets are strategically allocated, and through our Core Planning Process, we will be able to identify any weakness in your coverage that could jeopardize your assets, income or estate plan. Insurance protections are often overlooked by many in the financial planning process. Many people may falsely believe that their benefits from their employers provides sufficient protection.  At San Tan Planning and Investments, we feel insurance protection plays a critical role in protecting your hard-earned assets from unforeseen risks.



Life Insurance


Considering one’s own mortality is hardly a light topic and difficult for many to discus, but do you know how your family would carry on financially if you were to pass away? If the unthinkable happens, you’ll want your family to be protected once you’re gone. Term or Permanent, we can offer sound advice on the life insurance plan that best meets your family needs, budget, and goals.

Disability Income


Most people understand the need for health insurance, life insurance, homeowners insurance and car insurance. But what if the unexpected happened and you suddenly weren’t able to earn a living because of illness or injury? A sudden interruption of income—due to an extended period of sickness or injury—can have serious financial consequences for many of today’s employees.  An individual disability income insurance policy can help supplement your group long term disability benefits and protect a larger portion of your income. This, in turn, provides a fundamental layer of security for your financial future.

Long-Term Care Insurance


Long-term care insurance (not to be confused with long-term disability insurance) is intended to cover services that Medicare doesn’t.  For most of us, it is unpleasant to envision a time when performing routine tasks may become difficult as the result of injury, illness or aging. Americans are living longer than ever before, and with that extended life expectancy comes an increased need for long-term care. We can help evaluate your situation and determine if purchasing a long-term care insurance policy may be the right move to help you feel confident in your financial future.


Schedule your protection review now