Masthead2

Thomas Picardy CFP®

thomas.picardy@lpl.com

3280 East Beltline Ct NE, Ste 300
Grand Rapids, MI 49525
Main: 616.560.7678
Fax: 616.825.6024

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

The Other Sure Thing

The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?