Income Protection & Asset Preservation
Independent advice
For most people, the possibility of an illness or injury severe enough to disrupt their income flow doesn't even occur to them. If they do think about it, people often consider the chances slim. Many go through life with the "it will never happen to me" mentality.
The truth is that illness or injury can happen to anyone. In fact, a person has a one in four chance of becoming severely ill or disabled. Perhaps you've considered this possibility and put some plans in place. If you have already taken steps to protect your income, when is the last time you reviewed your plan? Chances are you have experienced changes in your life since you last reviewed your finances. You may have gotten married or divorced, welcomed a child or grandchild, acquired or sold a business, received a new job or earned a promotion, or taken on new future financial obligations.
As your financial goals and needs change, your strategies to protect them may need to change. Remember that income protection affects other aspects of your planning process, including investment planning and insurance planning. Because your lifestyle and that of your family depend on your income, it is important to regularly review your specific goals, and actively plan for the possibility of severe illness or injury.
Securities offered through 1st Global Capital Corp., Member FINRA, SIPC.Investment Advisory services offered through 1st Global Advisors, Inc. Jones & Roth has representatives licensed in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Louisiana, Maryland, Mississippi, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oregon, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. This is not an offer to sell securities in any other state or jurisdiction.
