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Insurance & Protection Planning

You work hard to bring home a paycheck, provide food and shelter, and accumulate wealth, so you don’t want to leave these important issues to chance.

Insurance Planning

Whether it is protecting your income, your life, or your loved ones, making sure that you’re adequately insured can save you from financial ruin in the event of an unfortunate accident. Make sure that you’re covering the most important aspects of your life while spending money only on the insurance that you really need.

Protection Planning

Wellman Capital Management, Inc., can help you protect those things you can’t afford to lose. We offer life insurance, disability insurance, long-term care insurance, and estate planning and business succession planning strategies. We also offer wealth transfer strategies to minimize estate taxes and allow you to pass on more of your assets.

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