Local heritage advisor launches program exclusively for first responders
Rockville, Maryland – September 15, 2022 – James Pessagno, a reputable financial advisor at CIC Wealth, is pleased to unveil the Firefighter Family Protector program, a financial planning process designed to help first responders and their families prepare for any potential future challenges. As one of the most risky careers in America, Pessagno creates estate plans and guarantees survivor benefits to families of firefighters in the event of an accident or death on the job.
“Firefighters are among the bravest and most selfless people in our society. They put their lives on the line every day to protect us and our assets, and we are grateful for their service,” says James Pessagno, Financial Advisor at CIC Wealth. “Firefighters put their lives on the line every day, and the Firefighter Family Protector plan helps them have peace of mind knowing their loved ones are being taken care of in the worst-case scenario.”
The Firefighter Family Protector program takes place in 4 stages. Step 1 is to create a will and ensure that all personal assets are distributed according to the wishes of the individual in the event of death. Step 2 is to establish an appropriate life insurance policy for families to be supported financially. In step 3, CIC’s wealth advisers set up a trust for easy and correct management of the assets. Firefighters set future financial goals in the 4th and final step.
For more information about the program or to schedule an appointment with James Pessagno, email [email protected]
About James Pessagno
James has over 15 years of experience in the financial industry. He joined CIC Wealth in 2018 after spending most of his professional career as an independent advisor and in pension plan sales at Nationwide Financial. James has the experience and ability to provide business owners with a more comprehensive planning style focused on increasing business and owner equity. This includes, but is not limited to, succession planning, key man policies, financing buy-sell agreements, pension plans, group benefits and many other strategies, services and solutions. Its mission is to give business owners a sense of security that what they’ve worked on and created for their life’s work is secure, with pathways to increase overall business value and give back. one of the most precious assets, time. James also devotes time to providing financial services to individuals and families who are committed to protecting their assets and achieving their financial goals.
James lives in Towson with his wife and three sons. James is active in his community serving on the board of the local youth rugby club and volunteering with his son’s scout troop.
Company Name: CIC Wealth Management
Contact person: James Pessagno
E-mail: Send an email
Call: 410 409-8211
Country: United States
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