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Attleboro Wealth Management

Insurance

Insurance planning can be complex. We help you identify the pros and cons and work to simplify the complex for you.

We will help you determine if Life Insurance and Long-Term Care insurance fit into your plan to help you achieve your needs and goals. As an independent firm we are only focused on what works best for you. We work with many different insurance companies to allow us to offer you only the best, most appropriate options for you and your needs.

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WATCH: Why is Life Insurance so Important

“As a tax advisor, I have to constantly remind people that the single biggest benefit in the tax code is the tax exemption for life insurance. There’s no question that that’s the way to keep most of your money if not all of it protected from taxes forever,”

— Ed Slott

As an independent fiduciary RIA focused on tax-efficient retirement planning, we understand the importance of protecting your family, assets, and legacy. We offer a range of insurance planning services to help you achieve your financial goals.

Our approach is centered around your unique needs and goals. We work with many different insurance companies, allowing us to offer you only the best and most appropriate options for you.

Long-Term Care is something that every American should be concerned about and something retirees or those approaching retirement should be actively planning for.

The old paradigm of buying expensive Long-Term Care policies is not the only option today. There have been innovations over the years that allow you to pass money on that you do not use for Long-Term care to your heirs. We can help you explore all your options.

Through our Financial Planning Process, we also offer review of Property and Casualty insurance (Homeowners, Umbrella, Auto) for appropriateness and efficiency. We’ve found over the years that some clients are over insured or underinsured, we help you determine what is best and affordable for you.

Life insurance is a crucial part of financial planning. It can provide your loved ones with financial protection and peace of mind in the event of unexpected circumstances. We can help you to:

  • Protect your family’s financial future
  • Cover final expenses and debts
  • Offer tax-free income in retirement
  • Build a legacy for your heirs

Our team will work with you to determine the right type of life insurance policy that meets your needs, such as term life insurance, permanent life insurance, or a combination of both.

Our financial planning process also includes a review of your Property and Casualty insurance, such as Homeowners, Umbrella, and Auto insurance. Our advisor can help you determine the right amount of coverage that fits your needs and budget, and ensure that you are not over-insured or underinsured.

Risk Management for a Tax-Efficient Retirement​
As an independent fiduciary RIA focused on tax-efficient retirement planning, we understand the importance of protecting your family, assets, and legacy. We offer a range of insurance planning services to help you achieve your financial goals. Our approach is centered around your unique needs and goals. We work with many different insurance companies, allowing us to offer you only the best and most appropriate options for you.
Long-Term Care
Long-Term Care is something that every American should be concerned about and something retirees or those approaching retirement should be actively planning for. The old paradigm of buying expensive Long-Term Care policies is not the only option today. There have been innovations over the years that allow you to pass money on that you do not use for Long-Term care to your heirs. We can help you explore all your options. Through our Financial Planning Process, we also offer review of Property and Casualty insurance (Homeowners, Umbrella, Auto) for appropriateness and efficiency. We’ve found over the years that some clients are over insured or underinsured, we help you determine what is best and affordable for you.
Life Insurance

Life insurance is a crucial part of financial planning. It can provide your loved ones with financial protection and peace of mind in the event of unexpected circumstances. We can help you to:

  • Protect your family’s financial future
  • Cover final expenses and debts
  • Offer tax-free income in retirement
  • Build a legacy for your heirs

Our team will work with you to determine the right type of life insurance policy that meets your needs, such as term life insurance, permanent life insurance, or a combination of both.

Property & Casualty

Our financial planning process also includes a review of your Property and Casualty insurance, such as Homeowners, Umbrella, and Auto insurance. Our advisor can help you determine the right amount of coverage that fits your needs and budget, and ensure that you are not over-insured or underinsured.

Get the protection you need

Insurance planning can be complex, but it is an essential part of a comprehensive financial plan. Let us help you simplify the complex and identify the best insurance solutions for your needs. Contact us today to schedule a consultation with our experienced advisor.

Mark Byelich has been nominated and has won several awards. Mark Byelich did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award. The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.

Copyright ©2024 Attleboro Wealth Management

Copyright ©2024 Attleboro Wealth Management

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.