Estate Planning & Insurance

Estate Planning & Insurance


Estate Planning is not just for the rich and famous. Every family should have an estate plan in place regardless of their wealth status. How assets pass from one generation to the next is critical in completing a comprehensive financial plan.

Additionally, estate planning is not just for when we pass away. How you protect your assets from potential unforeseen risks is a critical conversation that clients should be having with their advisors. At RPA Financial, we take this phase of the planning process very seriously and incorporate it into every client’s plan.


Insurance is all about being prepared for the unexpected.

The importance of insurance in the financial planning process cannot be overstated. Neglecting this area leaves families vulnerable to unexpected costs associated with accidents, disability, illness, and death.

When used correctly, insurance strategies can help protect your assets from unforeseen events. It is impossible to eliminate all risks, yet implementing various insurance offerings such as guaranteed income annuities, long-term care plans, and life insurance can ensure we will protect your many years of hard work.

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This is McGinnis Made.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Client testimonials are unpaid endorsements.

RPA Financial Group, LCC is a licensed insurance agency. Advisory Services offered through Portfolio Medics. Bobby Aborn provides insurance services to clients through RPA Financial Group, LLC, which is separate from his role as an investment advisor representative of Portfolio Medics, LLC. RPA Financial Group, LLC and Portfolio Medics are not affiliated. The information contained on this site is intended for educational purposes only. It does not constitute financial/investment advice, nor is it a substitute for financial/investment advice. Nothing in this message should be construed as investment advice.