There’s no denying it. Long-term care will be a major expense during … [Read More...] about Planning for Long-Term Care
LATEST FROM BLOG
At Strategy Squad Insurance Services we work with a diverse population of individuals, families, and closely held businesses who seek efficient strategies to protect their wealth, their family’s standard of living, and create income for the future.
We believe in holistic planning in order to understand your needs and life goals. This helps us tackle unique situations, identify areas of risk, and create clear road maps for your financial security and success.
As strategists, we provide a critical analysis of your goals and objectives before making any recommendations.Managing wealth can be complex and time-consuming.
As a fee-based insurance and financial planning firm, our experienced advisors will partner with you to design wealth strategies according to your best interest.
Sign up for our Strategy Squad newsletter and you’ll get a free guide: Five of the Biggest Financial Pitfalls and How to Avoid them!
LATEST FROM THE BLOG
This is a Repost of article published in The Bridge – The Golden Gate University Blog Nicole Middleton is CEO of Strategy Squad Insurance Services and will be a panelist at the 5th-annual Women in Leadership event on October 25, 2017. A graduate of GGU’s Master of Science in Financial Planning program (’17), she is a strong supporter […]
Are you thinking of buying a new home? Buying a home, whether its for a primary residence or an investment, is a common, admirable goal, and in most of the “hot” real-estate markets that our clients seek to buy into, rising rents and the shortage of homes for sale are pressuring people to jump-in head-first, […]
Right in your inbox!