Insurance services Protecting You, Your Family and Your Wealth
Sophia Financial knows that insurance and risk management play a crucial role in your comprehensive financial plan. Those are tools that can help you protect your dependents and business interests from financial hardship if tragedy strikes. Through the use of life, disability, long-term care and critical illness insurance, we can transfer the financial risk of uncontrollable events to a third party – the insurance company.
At Sophia, we are life insurance licensed and can use our independent status to review the offerings of all top life insurance companies to create solutions that provide the best value for you. Our insurance planning process includes a thorough assessment to determine whether it is cost effective to insure the potential risk and then decide on the best amount and type of coverage to use. We explain your options in clear, easy-to-understand language so you have the information you need to make the best decisions to protect your loved ones.