At Cornwall Wealth Management we take a planning approach to all that we do. For clients who are approaching or enjoying retirement, a current financial strategy often includes how to withdraw money from their investments in a tax-efficient way.
A properly structured insurance strategy is the backbone of our financial security and integral to financial plans. Insurance companies recognize the current need for coverage that avoids physical contact with medical professionals and advisors.
It's never too early to start thinking about life insurance. Sooner is always better than later, and a financial advisor can help answer all of your questions.