Captial Needs Planning

Client Services

Capital Needs Planning

You may have heard the “rule of thumb” that most people need ten times their income in life insurance to adequately provide for survivors. But is your situation the same as “most people”? Do you need to seek additional life insurance, or do you already have enough assets without needing additional coverage? Mascagni Wealth Management is an independent firm of Certified Financial Planners and paraplanners who can help you determine the amount of capital needed to accomplish your estate goals—not someone else’s.

To discuss how much capital it takes to adequately provide for your family members, please contact us.

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