Exposure and Expense
Understanding your risks and minimizing the expenditures
are key components of a balanced financial strategy.
Wealth Management Institute will take a holistic view of your major expenses and make recommendations to optimize coverage and expense. Example focus areas include:
- Life Insurance
- Health and Dental Coverage and Premiums
- Liability Insurance
- Home Insurance
- Automobile Coverage
- Estate Planning
Balancing risks and rewards are personal decisions, so understanding the options to optimize these decisions will give you the flexibility and security you need to have a balanced exposure and expense plan in place.
Contact Info
4710 W. Saginaw Hwy., Suite A
Lansing, MI 48917
517-323-2063
hmartin@wminstitute.com
Disclosures
Investing involves risk including the potential loss of principal. Consider your risks and objectives before investing. This is for informational purposes only and should not be construed as tax advice. Consult your tax advisor regarding your specific situation.
Securities and advisory services offered through Madison Avenue Securities, LLC, a Registered Investment Advisor, member FINRA and SIPC. Advisory services also offered through Wealth Management Institute, Inc., a Registered Investment Advisor. Wealth Management Institute and Madison Avenue Securities, LLC are not affiliated entities. Frank Cherniawski is securities registered in: AZ, CA, CT, FL, GA, IN, MI, MO, NC, OH, WA and Advisory Licensed in CA and MI with Madison Avenue Securities, LLC. Please inquire with the advisor about your state prior to further discussion or any decisions.
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California Disclosures
Frank Cherniawski, Certified Financial Planner, is filed with the Commissioner and has not been disapproved. Personal state of domicile and principal place of business is Michigan. California Insurance License Number: 0B81627.
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