Get coverage tailored to your needs, and the future.
Make the right decisions now so that you and your loved ones are properly protected from life’s unexpected events. Working alongside our planning team, you’ll see how you’re doing today. Get the advice you need to effectively manage risks to your financial plan.
Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge
How does it work?
Our financial advisors will:
Complete an analysis of your current risk exposure by looking at each insurance type (i.e. life/disability insurance - how much income you’d need to replace in the event of a disability or your death, home insurance - replacement cost of your home, etc.)
Review your current employer-sponsored life and disability insurance coverage
Evaluate your existing insurance policies
Prepare and present any proposed changes (i.e. increasing your insurance coverage, obtaining new policies, etc)
Our team will complete a full review of your insurance needs when you get started with us and help you proactively monitor along the way. However, if there is a significant change to your financial situation, please reach out and we’re happy to adjust your plan accordingly.
Your Range financial planners have access to a full suite of industry-leading analysis tools to determine if you’re insurance coverage is sufficient for your needs. Once we capture the data needed for your specific situation, we will populate your profile with some of the key features highlighted below. That way you can access the essential details of your insurance plan without having to comb through your multi-page comprehensive financial plan or existing insurance policy documents.
Since Michelle would need to replace 50% of Mike’s income for 10 years as well as final expenses, we recommend that Mike obtain a 20-year term life insurance policy. Term insurance fulfills the income replacement need at the lowest cost. Range partners with PolicyGenius to help our members obtain life insurance because they are an insurance broker, not an insurance provider.
Insurance Recommendation Example
Obtain Umbrella insurance
You currently do not have any umbrella insurance coverage. With a net worth over $1M, we recommend obtaining a $2M policy. This will protect you from liabilities that your current homeowner’s or auto insurance won’t cover. You can purchase this through your current home or auto insurance provider.
Still have questions?
Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form.
Range Finance, Inc. ("Range") is an SEC registered investment adviser headquartered in Mclean, Virginia.
The information presented herein is for educational purposes only and does not constitute investment advice or an offer to buy or sell any security or insurance product. While we believe it to be accurate, we do not guarantee its accuracy or completeness. All examples are hypothetical and for illustrative purposes only. Hyperlinks to third-party content are intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Range Finance, Inc. Range Finance, Inc. does not sell insurance or other investment products and does not receive compensation for the referral of investment opportunities to third parties if individuals elect to purchase the investment opportunities through those third parties. You are encouraged to review this information with your insurance agent or broker to determine the best options for your particular circumstances.
Range Finance, Inc. does not offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
All third party trademarks, including logos and icons, referenced in this website, are the property of their respective owners. We provide financial planning services by making non-discretionary recommendations on a client's financial outlook. We do not manage client funds or hold custody of assets. Range Finance, Inc. is an SEC-registered investment adviser. All investing involves risk, including loss of principal. Results are not guaranteed.
Range charts and graphs are for illustrative purposes only and do not reflect actual client information. Such information, charts, and graphs are for illustrative purposes only and are not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Results will vary, and no suggestion is made about how any specific solution or performed in reality