OUR SERVICES
RISK MANAGEMENT
Our goal is to help you confidently protect what matters most by guiding you to the right solutions, without sales pressure or commissions.
What’s the worst that can happen? No, really. We’re asking.
The reasons you might need insurance or estate planning aren’t fun to discuss, but the people and things most important to you are worth protecting. To be clear, Bone Fide Wealth does not sell insurance or make commissions from insurance sales. However, we can show you how the right products, tools, and legal documents can offset specific risks in your life. We then can help you search the marketplace for policies from reputable carriers; guide you through the insurance application process.
And when it’s time to put pen to paper, we’ve got your back there, too. We collaborate with seasoned estate planning attorneys and cutting edge digital platforms to craft wills, trusts, powers of attorney, and healthcare directives that reflect your family’s dynamics and values. Whether you’re naming guardians for your kids, setting up lifelong trusts, or mapping out a charitable legacy, you’ll walk away with a clear, customized blueprint—so even the unthinkable won’t leave your loved ones scrambling to guess your wishes.
Wealth Wisdom
Wealth Wisdom
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Health insurance is scary
Choosing the right health insurance plan is crucial to managing financial risks related to healthcare. It’s important to consider factors like risk tolerance, family health, and potential changes in circumstances when making this decision.
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Before, during and after
Heather and Doug provide insurance information to help homeowners prepare for, respond to, and recover from disasters.
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Q&A: How do we know if we need more life insurance?
Life insurance is a contract between an individual and an insurance provider, where the provider pays a death benefit to the beneficiary if the insured dies. Changes in family dynamics, income, debt, and inflation can necessitate a review of life insurance coverage.
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Health insurance is scary: The Sequel
Heather recounts a recent experience with a health insurance claims dispute involving a mammogram and ultrasound.
WORK WITH US
Take the opportunity to connect with Douglas Boneparth for a Zoom call to explore your financial situation and set your goals. Click to schedule your meeting today.
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