Your Financial Plans Specialized for your Needs
Those involved with CBS Insurance: www.CBSInsurance.net receive support not only within the community, but also with trusted industry partners who can help you navigate the various benefits to maximize the resources and programs available to them. There are a variety of insurance benefits available to you, but qualifying for them can have their own set of unique challenges. In addition, there is financial planning for those who are looking to help provide for their future while also protecting them for today.
We help with the following stages:
Life Insurance
Medicare
Introductions, Expectations & Next Steps
The CBS Insurance team is dedicated to providing strategies and solutions to you that will last a lifetime.
In order to give you & your family peace of mind, we want to be as transparent as possible to set expectations, but also to be flexible and to remind you that every situation is unique, as well as every family introduced to us b
rings their own level of income and resources to the table.
As a result, every custom strategy and insurance benefit derived will be variable on those factors. In addition, changes in federal and state regulations to these programs as they evolve will have an impact.
Next Steps
Each of the stages bullet pointed above may not be applicable to every person and their family.
CBS Insurance: www.CBSInsurance.net will be your “quarterback” throughout this process. The first step is to schedule an initial introductory conversation which will give you direction as to what the first stage will be and with what member of the Benefits & Planning Team.
CBS: www.CBSInsurance.net can be reached at (480) 706-4520, or at info@cbsinsurance.net
Meet the Team and Gain Insight into their Process
Below is a bio of each team member, and the respective stage in which they are experts. We are looking forward to meeting you!
Meet Justin Cairns
Stages: Special Needs Financial Planning
Meet Chris Quadrini
Stages: Medicare & Social Security
Meet James E. Jordan Jr.
Stages: Life Insurance and Ancillary Products
Meet J.R. Jordan
Stages: Life Insurance and Ancillary Products
STAGES
Financial Planning Stages
Discovery Meeting
The purpose of the initial meeting is to understand the family’s current financial picture, goals they would like to achieve for themselves and their child, and any existing asset protection that may be implemented.
Design Meeting
In conjunction with a special needs planning attorney (if applicable), a financial plan is drafted that is customized to help the family address the goals they have expressed in the most efficient manner and without interfering with existing government benefits.
Deployment
Working together as a team, once the plan is reviewed to ensure the design coincides with the financial goals, the strategies are implemented for the benefit of the family.
Monitor and Manage
Plans are traditionally reviewed on an annual basis.
Get Help Today!
Please contact Justin Cairns at justin@nextchapteradvisors.com
or by phone at (480) 779-7969