Insurance Planning

Insurance planning is one of the most vital yet often overlooked aspects of a solid financial plan. As Americans, we insure almost everything—our homes, cars, jewelry, even our cell phones. Yet, alarmingly, many families live without life insurance, leaving their loved ones vulnerable to unimaginable financial burdens in the event of an unexpected loss. While GoFundMe pages and community support are heartfelt gestures, they are not a substitute for proper planning. Life insurance, when done correctly, is a critical safety net that makes sense for every household in America.

At 3 Whiskey Financial Planning, my commitment is to ensure you and your loved ones are properly insured. Life insurance isn’t just about replacing income; it’s about protecting your family’s future and giving them the financial stability to grieve without added stress. Beyond life insurance, we also explore innovative strategies to insure your money itself. Stock markets can be risky, but insurance companies specialize in managing risk. By leveraging these tools, we can create solutions that protect your hard-earned money and ensure your family never has to worry about running out of resources.

Our approach to insurance planning is simple: it must make sense and align with your specific goals. Whether it’s safeguarding your income, protecting your retirement funds, or ensuring generational wealth for your family, we implement strategies that provide peace of mind. We’re here to help you build a financial foundation that protects what matters most—your family’s future.