ZHAI & WANG LLP - Certified Public Accountants

Risk Management

Whether you're making plans for your business, your family's financial security or passing on your estate, a major risk management tool, insurance, is often the key to making sure those plans become realities even in the face of catastrophe. However, buying insurance of any kind can be a daunting task, with countless options and complicated proposals to consider.

Zhai & Wang, LLP can help you make the right decisions about life, disability and long-term care, plus group plans and annuity products. Our consultative process includes a -

Detailed assessment of your needs;
Thorough search of the best product options on the market;
An easy-to-understand recommendation on the choices that maximize the value for your dollar.

Whether you're self-insuring, buying new coverage, or concerned about insurance you already own, we can help you find the right answer. Our service are financial planning orientation, we focus our values on:

Integrity - Straightforward advice based solely on our desire to see you succeed.

Trustworthy - Developing long-term relationships. We help you find solutions to financial problems, rather than "sell" the latest insurance product.

Competence - Expertise in solving financial problems. Our advisor is an experienced, financial professional. Whether it's a business or personal financial concern, our advisor will guide you through a structured process involving a team of experts, including your own tax and insurance agent.

Our Services

Zhai & Wang, LLP offers a complete range of insurance services, including -

Life Insurance Policy Review - Whether owned by a trust, as part of a buy-sell arrangement, or for the protection of your family, life insurance policies can become outdated. We can determine if your policy still meets your needs, and evaluate how it stacks up against many of the best products in the marketplace.

Long Term Care (LTC) Insurance - LTC insurance is one of few benefits that can provide a significant current tax deduction and a valuable retirement benefit, and can be offered to select executives or owners. We'll show you how to start a plan.


		Financial Services

		Employee Benefits

		Retirement Planning

		Education Planning

		Risk Management

		Estate Planning