How Can I Get Started?

The most important thing is that you take an active role in planning for your and your family’s financial welfare before an emergency or financial disaster occurs. You should consider your financial responsibilities and your current assets as the starting point of your financial planning. Then consider the amount of income that will be needed to support your lifestyle for the years to come. How much retirement income do you expect to need? What will happen to you if you can no longer take care of yourself due to disability or advanced age, or if you can no longer provide for your family? How would your death or disability affect your business partners?

Your Schultheis Insurance Agent will meet with you to help you review your financial obligations and the appropriate insurance and investment strategies to protect you and your family.