|
| Helping protect what's most important to you is one of the key components of any quality plan. To better prepare you and your family for unexpected events, now is a good time to review your protection strategies and confirm that your coverage, along with your beneficiary designations, are still appropriate toward meeting your goals.
If you have experienced life changes, it's important that we discuss options to update your coverage so you and your loved ones are protected. To learn more about the importance of having a protection strategy as part of your wealth plan, we have two articles available for you:
Let's connect soon to schedule a review of your insurance coverages. |
Susan H. Stewart, CPM, JD,
Senior Vice President – Financial Advisor
Senior Portfolio Manager – Portfolio Focus
NMLS #830330 through City National Bank
Individual CA License # 0M18772
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License # 0C38863
Ph: (302) 493-9161 | e-mail: susan.h.stewart@rbc.com
The Stewart Group - RBC Wealth Management - Home
Taylor Stewart, CFP®, CIMA®
Vice President – Financial Advisor
Portfolio Manager – Portfolio Focus
NMLS # 1427378 through City National Bank
Individual CA License #0M87217
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License #0C38863
Ph: (301) 907-2705 | e-mail: taylor.stewart@rbc.com
RBC Wealth Management, a division of RBC Capital Markets, LLC | Firm CA License #0C38863
Ph: (301) 907-2705 | e-mail: taylor.stewart@rbc.com
|
|
