CONTACT US
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
Terry Nelson, CFP®, ChFC®, CASL
Olmsted Financial Group
3428 Lakeridge Pl. N.W., Suite 120
Rochester, MN 55901
Phone: 507-281-1262
Cell: 507-250-3967
Fax: 507-281-9131
Email: Terry@OlmstedFinancialGroup.com
Protecting luxury homes, fine art, collectibles, and high-value vehicles calls for specialized insurance. Standard homeowners, auto, and umbrella policies often fall short. How do others protect their unique assets? Many rely on a multi-layered approach, which may include:
High-value home insurance provides broader coverage for your property and high-end contents. It considers custom architecture, unique materials, and expensive furnishings to ensure full replacement cost coverage.
Separate policies or riders add full coverage for valuable tangible assets, such as jewelry and collections. Yachts and private aircraft may require additional coverage for operational risks, liability concerns, crew liability, and maintenance issues.
Cybersecurity and financial fraud protection safeguard substantial assets against identity theft and sophisticated digital threats.
Life insurance, regardless of your wealth, can play an important role in wealth management, estate plans, and tax efficiency. Business owners can use it to fund buy-sell agreements, ensuring liquidity for a smooth ownership transition.
Your trusted advisor can guide you through various options, helping you choose the right coverage for your assets and identifying any protection gaps.
Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.
Securities and Advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
Olmsted Financial Group and LTM Marketing Solutions, LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Marketing Solutions, LLC, an unrelated third party. Articles are not written or produced by the named representative.
The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.