Services
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At Rudman Cannon Financial Advisors, we take pride in our ability to listen to our clients’ needs and goals. Understanding that in financial planning there isn’t a one size fits all strategy, we tailor advice for the sole purpose of each client being able to fulfill their needs and dreams.
The financial advisors at Rudman Cannon can take a passive or managed approach depending on their client’s risk tolerance and time horizon. They believe that a client’s time horizon is the most important factor that will influence what type of asset classes are recommended in investment allocations. All of their allocations of asset classes have been developed over years of trial and error, and thorough research. Rudman Cannon never charges a commission which enables them to always put the interests of their clients first in the purest form of fiduciary responsibility. We offer the following financial advisory services:
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What is Cash Value Life Insurance?
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Whole life or Cash Value insurance is also known as permanent life insurance because it provides coverage for the policyholder’s entire life. The other major category of life insurance is called term insurance, because it is generally in force only for a period of 10 to 30 years or until the policyholder cancels it. Cash-value insurance has higher premiums than term insurance because part of the premium pays for the death benefit coverage and part of it goes toward the policy’s cash value.
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