We conduct a thorough review of your current insurance policies to ensure you have adequate protection against unexpected events and that your coverage aligns with your overall financial plan.
We develop a comprehensive plan to provide income replacement and financial support for your family, ensuring stability and security in the face of unforeseen circumstances.
We craft tailored strategies to safeguard your personal and business assets, providing protection against potential liabilities and ensuring your financial security.
We help you prepare for future healthcare needs by identifying appropriate insurance options and building financial reserves to ensure peace of mind and security as you age.
For business owners, we provide customized risk management plans that include key person insurance, business continuity planning, and strategies to protect your company’s long-term success and stability.
Assessing the need for additional liability coverage beyond standard policies to protect against significant financial losses from unexpected events or lawsuits.
DISCLAIMERS
11 Financial (“11 Financial”) is a registered investment adviser located in Lufkin, Texas. 11 Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. 11 Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
Accordingly, the publication of 11 Financials’ web site on the Internet should not be construed by any consumer and/or prospective client as 11 Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by 11 Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of 11 Financial, please contact the state securities regulators for those states in which 11 Financial maintains a registration filing.
A copy of 11 Financial’s current written disclosure statement discussing 11 Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from 11 Financial upon written request. 11 Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to 11 Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.