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Insurance Analysis

Insurance can be quite complicated and many individuals end up purchasing insurance that:

  • They don’t understand
  • Provides inadequate coverage
  • Is to expensive
  • Doesn’t meet their financial goals

This can happen for several reasons, the most common is purchasing insurance from someone who only works in insurance.  That individual is not looking at the full financial picture for you and your family.

At Elite Private Wealth we take the time to analyze:

  • Current insurance needs for you and your family
  • Existing insurance coverage
  • Determine if the insurance meets your goals and covers all the objectives it was intended to cover

After our analysis we provide a recommendation to better align your insurance policies with your financial plan. We then keep track of the policies and review it periodically.  As your family situation evolves and your life unfolds, we ensure that the you are adequately covered all the way. Whether its getting new insurance or ensuring that your existing policies continue to meet your goals, we got you covered.

Contact us today to see if your existing insurance policies meets your goals, or if you would like to receive a quote.  Remember, insurance is not for you, but its for your loved ones. You can reach us at 905-707-5620 or by email:

Give us a call today at 905-707-5620 to learn how our dedicated team can build a stellar portfolio to keep you secure well into retirement.

How are We different?

maximize your income and unlock piece of mind in easy steps

Fee Based Asset Management

Benefit from increased transparency and lower investment fees by negotiating the fees you pay for advice

Portfolio Analysis

After careful analysis of your goals we build portfolio aimed at reducing risk and improving performance 

Working with a CFP®

The Certified Financial Planner® (CFP®) designation has been recognized as the standard for financial planning.