Promote Your Business Fairfield County

Cedar Point Financial Services LLC

cpfs-llc-logoCedar Point Financial Services LLC works to preserve and leverage its clients’ businesses and wealth. It strives to be your “go to” team to help you identify your needs and goals and provides the guidance to make smart decisions about your financial future.

Whether you are concerned for your own financial needs or those of your family or your business, Cedar Point Financial Services LLC can help you identify and focus on your priorities and provide elegant solutions to complex financial issues.

Life Insurance Policy Review – December 2016

Life insurance is an important component of one’s financial plan. Too often, it is purchased for a specific purpose and forgotten about. Situations change, and the current coverage could be insufficient or the policies may be underperforming, leaving the policy holder at risk for unexpected premiums or taxable events. Insureds should review their policies regularly, as well as their current personal/financial and business situations, to be sure the policies are performing and the coverage is in line with their current needs.

Get a copy of the Life Insurance Policy Review  and contact Todd Robinson for more information.