The Success Inventory by The Patrick Group.

Asset protection

We live in a litigious society. Even private citizens are sued every day, sometimes with devastating financial consequences.

It is important that you hold adequate property and casualty insurance to protect your home, your automobiles and other property.

Many individuals also consider holding an umbrella policy that insures against losses larger than those covered by homeowners or auto insurance.

Please discuss your insurance coverage with your Stage 2 Advisor so that your overall financial situation is secure.

Selected Tools:

  • Property and casualty insurance
  • Automobile insurance
  • Liability insurance

The above tools, techniques and resources are listed as examples. Your Stage2 Advisor will work with you to identify the right strategies for you depending on your specific life goals and financial goals.

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Email:

Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor
Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.


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