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At Keith Eck Financial our team incorporates our client’s financial goals and objectives as well as the specific expertise of our strategic partners, to develop an insurance program tailored to their needs. No matter how much you plan and prepare for the future, undoubtedly there will be circumstances that you cannot predict. Insurance helps mitigate the damage when you find yourself in unexpected situations. As insurance brokers with access to multiple products, we will help you decide which insurance products are most appropriate for you and fit best into your overall financial plan. Together, we will help you successfully plan for life events, as well as prepare for the unexpected.

Insurance is complicated and to be fully understood requires detailed analysis. The numerous components of insurance are the most often misunderstood pieces of a financial, business, or estate plan.

Our Process involves:

  Needs Analysis
  Policy Review
  Insurance Carrier Financial Strength Analysis
  Policy Funding Strategies
  Policy Disposition Options


Comprehensive Life Insurance Programs

Buy/Sell Funding Strategies

Key Person Insurance Strategies

Key Employee Programs

Disability Income Strategies

Personal Disability Income

Business Overhead Disability Income

Business Buy-Out

Long Term Care Insurance
 
   
 
   
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisors.
Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC - www.lincolninvestment.com
Keith Eck Financial, Pacific Southwest Financial, Capitas Financial LLC. and the above firms are independent, and non-affiliated.