Insurance Strategies
James Kent, Financial Advisor incorporates insurance into your unique financial plan. From long term care to home insurance we can protect what's most important to you.
Insurance Done Right
At James Kent, Financial Advisor we use insurance as a tool to protect what is most important to you and as a way to fill in the gaps in your overall financial strategy.
More than just for your car
The reality is that insurance is an effective and vital tool in wealth management. It's a way to ensure the continuation of your legacy, achievement of financial independence, and protection for your family in the event of a tragedy. Insurance products may offer peace of mind, helping you take steps to avoid perils that could result in a financial downfall.
Be certain your money will last through retirement
Annuities
If you have contributed the maximum amount to your employer-sponsored retirement plan and traditional IRA and you still seek tax-deferred growth for retirement income, consider an annuity, which can provide a steady taxable income for a period that is up to you. Life insurance strategies are also available to help high earners who are not eligible for Roth IRAs receive tax-free income during retirement.
Disability or long-term care expenses
You may also want to consider a disability insurance plan that can replace income and a long-term care plan to help cover the cost of an assisted living or nursing facility.
Offset estate settlement expenses
Life insurance strategies can be employed to either provide funds to pay for anticipated estate taxes or to replace wealth lost to selling assets to pay estate taxes.
Why purchase insurance through us
As a fiduciary with a sterling reputation we hold ourselves to the highest standards of ethics. We act in your best interest and provide the financial services and insurance products that we believe to be in your best interests. Unlike an insurance salesman we use insurance as a tool in your comprehensive wealth management strategy.
Interested in our services? Get in touch!
We want to get to know you so that we can provide the perfect solution. Let us know what you want to achieve and we’ll do our best to help. At James Kent, Financial Advisor, we're always looking for new clients in the Greater Huntington, West Virginia area.
212
Assisted Clients
1
Convenient Location
15
Years of Experience
1
Source for All Your Financial Needs
James Kent, Financial Advisor
