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Finstepz
Home
About You
  • About You
About Us
  • About Us
  • Our Philosophy
  • What Makes Us Different
  • Our Team
Learn and Connect
  • Blog
  • Events
  • Learning Library
  • Newsletter
  • Turning the Next Page
  • Contact Us
Justwealth
Worthwhile Reads
Investments
Financial Planning
Insurance
Banking
Guaranteed Income
Legacy & Estate Planning
More
  • Home
  • About You
    • About You
  • About Us
    • About Us
    • Our Philosophy
    • What Makes Us Different
    • Our Team
  • Learn and Connect
    • Blog
    • Events
    • Learning Library
    • Newsletter
    • Turning the Next Page
    • Contact Us
  • Justwealth
  • Worthwhile Reads
  • Investments
  • Financial Planning
  • Insurance
  • Banking
  • Guaranteed Income
  • Legacy & Estate Planning

  • Home
  • About You
    • About You
  • About Us
    • About Us
    • Our Philosophy
    • What Makes Us Different
    • Our Team
  • Learn and Connect
    • Blog
    • Events
    • Learning Library
    • Newsletter
    • Turning the Next Page
    • Contact Us
  • Justwealth
  • Worthwhile Reads
  • Investments
  • Financial Planning
  • Insurance
  • Banking
  • Guaranteed Income
  • Legacy & Estate Planning

insurance

Navigating Safely

You wouldn't dream of getting behind the wheel of your car without buckling your seatbelt first or having automobile insurance in place. So why would you journey through life without that added protection? 

 Life insurance, in particular, has gotten a bad rap over the years and we'd like to set the record straight. It's not about "selling" you an expensive policy so that we can collect commissions, it's about ensuring that you have adequate coverage at a price that you can afford.

Insurance comes in many forms and is used in financial plans for a variety of different reasons. You may want to protect your mortgage or business, or ensure that your family has continued income if you are no longer with us or unable to work. You can also prepare for later life issues with long term care insurance. There are even insurance products in which you can invest in funds, earn income and they pay out much quicker than a registered plan.

Let's Buckle Up

Your financial roadmap should include some safeguards along the way.  When formulating a plan, we make every effort to understand your journey and all the passengers in your life.

Want to know more?

Click on the "Get a Free Quote" button below to do your own fact-finding, or click on the Contact Us button to speak with a Finstepz staffer.


Get a Free Quote

What is an insurance review-- and why do I need one?

Firstly, it is not a sales pitch

 The purpose of having insurance is to ensure that you have adequate coverage to suit your life.

Life is constantly changing-- and so are your needs.

As your life changes, you may need more-- or even less-- coverage.

You want to be certain that the dollars you spend are for the right type of coverage—and something that you actually need.

Unexpected things happen—just look at 2020!


How can Finstepz help?

We have state of the art software that can:

- Determine your needs

- Analyze coverage and compare to other types of policies

- Analyze costs and compare to other types of coverage

We can do this for any policy—even if it wasn’t issued through us.


How do I book a review?

It’s easy! Simply click the button below to schedule your time


Book an appointment

Set up a call or visit
Schedule a time
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