INSURANCE SERVICES
When it comes to insurance, hindsight is always 20/20. At Keystone LP, we work hard to mitigate your risks so you don’t live your life with financial regrets.
We provide insurance solutions for both your personal and corporate needs, to ensure that you are protected against unforeseen events. A common problem we see is that most people don’t even know what risks they are exposed to when it comes to their finances. We learn the ins and outs of your financial situation in order to detect areas of vulnerability and work to mitigate them.
While under-protecting yourself is a problem so is overprotecting yourself. We operate under a strict if you don’t need it don’t bother policy so you aren’t wasting your time or money.
Our Approach
We utilize the following techniques to develop a strategy that will help you sleep better at night.
INSURANCE NEEDS ANALYSIS
CO-ORDINATED INSURANCE PLANNING
POLICY COST ANALYSIS
INTERGENERATIONAL WEALTH TRANSFER
BUY / SELL INSURANCE AUDIT
UNANIMOUS SHAREHOLDER AGREEMENT REVIEW
ESTATE EQUALIZATION
LEGACY PLANNING
CHARITABLE DONATION
Let’s Talk Insurance.
CONNECTESTATE PLANNING
When it comes to personal financial management, perhaps no topic is more essential, or more neglected, than estate planning. Estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues.
When properly structured, an estate plan can reduce the taxes and expenses of your estate, simplify and speed the transition of assets to the next generation and ensure that your beneficiaries are protected.
Keystone LP can help guide you through the estate planning process and introduce you to some of the most important options available to you.