Brian K. Stallcop, 
CERTIFIED FINANCIAL PLANNER™ 

CONNECT

Address:

19800 Village Office Ct., Ste. 103
Bend, OR 97702

Phone:

541-633-7728

Fax/Other:

541-633-7759

Insurance and annuities

No financial plan is complete without a thorough analysis of your need to protect your family's financial future. 

At Sherpa Wealth Strategies, we will assess your current risks and recommend appropriate solutions.  A few of the common scenarios are:

 

  • Helping young families secure term life insurance to provide the most protection for the least amount of money
  • Helping business owners and highly-compensated executives create large life insurance cash values they can access tax-free in retirement
  • Helping high net worth families, especially those with large illiquid assets like ranches or closely-held businesses, purchase enough permanent life insurance to provide cash to pay estate taxes or keep a business afloat after the death of the founder
  • Helping business partners properly fund buy-sell agreements
  • Helping business owners protect against the death of a key employee
  • Helping professionals protect their largest asset,  the ability to turn their advanced  educations into a high income for their families, should they become disabled
  • Helping Baby Boomers plan for long-term care expenses for themselves or their loved ones
  • Helping retirees create insured streams of income with annuities
  • Helping parents plan for the care of a special needs child after they are gone
  • Referring clients to professionals who can help them optimize their property-casualty coverage
  • Referring clients to professionals who can help them secure adequate health insurance or Medicare supplemental insurance
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck