Because life is full of surprises, ensuring that you, your family, and your assets are adequately protected by insurance is a critical component of your successful wealth management plan.
At AEPG, we understand the importance of properly managing potential risks to your financial situation. As a fiduciary, we provide independent, fee-based financial, risk management, and insurance planning services. You benefit from the experience and advice of our insurance experts and other financial specialists. We have no ties to specific carriers, so we recommend policies that provide the best combination of value and price to meet your needs.
Our insurance (CLU®) and CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals can help you understand the importance of risk management, identify potential risks to your personal financial situation, create a customized strategy for addressing those risks through a variety of insurance products and other tools, and integrate that strategy into your comprehensive wealth management plan.