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MONEYMAN FINANCIAL
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Moneyman Financial Inc.

We provide expert financial advice to those who truly care about their family’s financial future.

Business Owners

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Retirees

Strategies to help you retire happily and financially maintain your lifestyle.

Estate Planning

Helping you transition assets smoothly to the next generation and ensure that your beneficiaries are protected.

Latest News from Moneyman Financial Inc.

Group Life Insurance – Only Part of The Solution

September 1, 2022Moneyman Financial Inc.

If your goal is to replace income for your family for more than 2 years, you may want to add an individual policy to your group insurance coverage.

According to the same LIMRA study, on average, households with only group coverage can replace the household’s income for less than 2 years. Households with both group and personal life coverage can replace income for more than 5 years.

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Is it Time for Your Insurance Audit?

August 1, 2022Moneyman Financial Inc.

Has it been awhile since you last looked at your insurance portfolio?

Are you a little vague in your recollection of all the coverage you have and why you have it?

Are you uncertain as to whether or not your portfolio reflects your current situation?

Just like going to the dentist for regular checkups is a necessary evil, reviewing your financial plan and products on a regular basis is also recommended. Circumstances can change over time and making sure your protection is keeping pace is a worthwhile exercise.

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