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Richard Taborda, CFP®, CIMA®, RICP®

Risk Management

You are regularly faced with a wide range of insurance issues:
  • Life
  • Health
  • Disability
  • Long-term care
  • Personal liability

The cost of protection and the form it takes are important considerations that relate to achieving your goals.  Despite your best efforts, life doesn’t always go the way you want it to.  Your financial future depends on a variety of uncontrollable and unpredictable circumstances.

The options you have to consider and the decisions you must make are an important part of your overall wealth management plan.

We can walk you through the different types of insurance to help you choose the one that best fits your needs.

Insurance products offered through LBT Insurance Services, LLC.

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Copyright © 2018 LBT Wealth Management, LLC.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NJ and TX. No offers may be made or accepted from any resident outside the specific states referenced.

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