Make Sure You’re Covered When It Matters Most
Planning for the unexpected is a key part of a strong financial strategy. Insurance helps protect you, your loved ones, and your assets from financial hardship caused by unforeseen events like illness, disability, accidents, or property damage.
Types Of Coverage We Evaluate
✅ Life Insurance – Provides financial security for your loved ones in the event of your passing. We assess whether your current coverage aligns with your family’s needs and financial goals.
✅ Long-Term Care Insurance – Covers costs associated with extended medical care, such as nursing homes or in-home assistance, helping protect your savings from being drained by healthcare expenses.
✅ Home & Auto Insurance – Ensures that your property is adequately protected against loss or damage. We review your policies to identify potential gaps or opportunities for better coverage.
✅ Umbrella Policies – Provides additional liability protection beyond the limits of your standard policies, giving you extra security in the event of major claims or lawsuits.
Your insurance needs change over time as life evolves. We take a personalized approach by evaluating key factors such as:
Your family structure and financial dependents
Outstanding debts, mortgages, and other financial obligations
Your retirement savings and long-term financial goals
Current policies and any existing coverage gaps
Many people assume they have enough coverage—until they need it. Without proper protection, unexpected events can lead to:
🚨 High out-of-pocket medical costs
🚨 Loss of income due to illness or injury
🚨 Financial strain on family members
🚨 Lawsuits that exceed liability coverage limits
By ensuring you have the right insurance in place, you can avoid financial stress and protect what you’ve worked hard to build.
We Are Dedicated to Your Financial Journey
Your first meeting with a Penny Lane Wealth Management advisor marks the start of a lasting partnership. We focus on a personalized approach to financial planning, ensuring you receive guidance tailored to your needs. Here’s what you can expect:
Book your free consultation today and take the first step toward a confident financial future.
Address
1804 W Union Ave, Suite 202, Tacoma, WA 98405
Contact
253-327-1177
Office Hours
Mon - Fri
9:00 am – 5:00 pm
You can also visit us; we'd love to meet you.