Insurance & Estate Services

Many firms provide investment management services. Yet few successfully integrate them into a wealth management offering. Sanchez Wealth Management Group provides insurance and estate planning solutions that work together to support your unique needs and objectives.

We understand how to create innovative wealth management strategies. Personal service defines all aspects of your relationship with Sanchez Wealth Management Group. We have also developed a strategic alliance with a small group of local professionals to provide advanced tax, legal and estate planning guidance. By listening before acting, we provide advice that anticipates and responds to your unique requirements.

Life insurance can be an important tool for protecting your family and your estate. Choosing the right type and amount of life insurance can be a difficult task. Sanchez Wealth utilizes a "needs analysis" approach to determine which type of coverage is best for you and your family. Types of life insurance include:

• Term Life
  
• Whole Life
  
• Universal Life
  
• Variable Universal Life
  
• Last-To-Die

Having a spouse or family member admitted to an assisted living facilty or a nursing home can be emotionally traumatic. Unfortunately, it can also be financially devistating. Long Term Care insurance is designed to provide financial support to help pay for these additional expenses not covered by Medicare.

Sanchez Wealth can help you determine if long term care insurance is appropriate for you and your family. As an independent firm, we have access to most major long term care insurance providers. Contact our office to see if LTC coverage is appropriate for you or to receive a quote today.

Most people insure their material possessions—their homes and cars, for example. But many of these same people don’t insure what is probably their most valuable asset — their ability to work and earn income. If you become sick or are injured and can’t work, will you be able to pay your bills and maintain your standard of living? If you depend on your income to pay the bills, you need to seriously consider buying disability income insurance. Disability income insurance can help you pay your bills by replacing a portion of your income. It can help you maintain your current lifestyle and help protect you and your family from going into serious debt.

Sanchez Wealth can help you determine if disability insurance is appropriate for you and your family. As an independent firm, we have access to most major disability insurance providers. Contact our office for a quote today.

Sanchez Wealth provides complete estate planning services. We can help you determine how to minimize estate and income tax as well as plan your legacy. We will work with your existing estate planning attorney or recommend one of our strategic partners.