Unexpected events can cause a huge setback to your family or business finances. When a medical emergency, accident or untimely death of the primary breadwinner occurs, proper insurance can play a vital role in protecting you and preventing disaster.
Insurance is an important element in any healthy financial picture, but the options can be overwhelming. Pro Finance Accounting & Tax Services has been helping clients with their family and business risk management needs for many years. Joseph Schmelzle will evaluate your current exposure and anticipate your future needs. He will discuss all the available options and considerations to meet your long term goals and address any tax implications as part of your overall estate plan.
Don’t leave your heirs in a situation where they need to borrow money or sell the family business to pay federal and state estate taxes. Life insurance and irrevocable life insurance trusts can help.
Pro Finance Accounting & Tax Services offers access to a wide range of products and services from top carriers to meet all of your goals. And as your situation changes due to marriage, children and the accumulation of assets, we’ll be by your side to determine the best way to protect your interests.
Contact us at 301-610-9966 today to speak to Joseph Schmelzle about our insurance services for life insurance, health insurance and disability insurance.