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Risk Management & Personal Insurance

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Insurance is something most people need, but very few understand.

Risk management and personal insurance must be considered as an integral part of the financial planning process. Just as you insure your house, car and other property against loss, you should also ensure that you hold suitable personal life insurance against illness or death.

Have you thought about how your family or your partner would cope financially if you died or were not able to work? Personal insurance can help to prevent your dependents from being financially disadvantaged if you die, suffer a medical crisis or are disabled.

Protect your future through effective risk insurance

We can't protect you from misfortune — a serious accident or illness for example — but we can help you weather the storm if it strikes. We can help ensure that you, or your family, will continue to have the financial resources you need and lifestyle you want at the most crucial times — without the forced loss of investments or property. How? In several ways:

Business Protection
Personal
Protection
Estate Planning
Risk Insurance
1
Personal Risk Protection

We make sure you have the right kind of insurance coverage. Depending on your individual situation and objectives, these may include Life Insurance, Disability Insurance and Long Term Care Insurance.

2
Estate Planning

Get it wrong and your loved ones could end up with a lot less than they should have, or be left fighting over your assets. Get it right and you can arrange the smooth transfer of your assets. We work closely with your lawyer and accountant to plan for your needs.

3
Business Protection and Succession Planning

What if your business lost the services of a key person? Who will take over or buy your business and how can you get the most for it if you sell? These are all questions that need to be answered with a comprehensive plan based on expert advice and commercial experience.

Personal Risk Protection

Risk management (insurance) is a vital ingredient of any comprehensive financial plan. Our experienced financial planners specialize in personalized insurance solutions.

Life Insurance

Life Insurance pays a lump sum to your dependents if you die. It is designed to provide you with the reassurance that your loved ones will be looked after financially if you're no longer there to provide.

The amount of money paid out depends on the amount of coverage you have. You cannot rely on the government to take care of your family. In the case of your premature death, you want your family to be provided for.

Disability Insurance

Disability coverage is a form of insurance that will provide you with payments in the event that you become disabled from a serious illness or injury that leaves you unlikely to ever return to work at your normal capacity ever again.

Long Term Care Insurance

LTC Insurance provides a source of funds for loved ones when entering the final phase of life. Full time care can often cost up to $200 per day and can decimate a lifetime of savings over the course of a few years.

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Testimonials

Our clients appreciate the independent, highly personalized service they receive from Ankerstar Wealth.

round rock financial planner
Steve Ankerstar, Founder

We take the time to understand our clients' situation and tailor our advice to their specific needs which can be quite complex.

round rock financial planner
Steve Ankerstar, Founder
Founder’s Story

"I have been investing since I was sixteen when my parents encouraged me to fund my IRA.  In fact, they told me they would match the money I made from my summer job and fund my IRA for me.  This simple financial move set the stage for a lifetime of successful investing"  -- Steve Ankerstar

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3038 Covington Pl
Round Rock, TX 78681

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