You’ve worked too hard to leave your future vulnerable. No matter how much you’ve built-your income, your business, your investments—it only takes one unplanned event to threaten everything. That’s why protection planning isn’t about fear. It’s about freedom.
At Woolman Financial Group, we don’t lead with products. We lead with purpose. We help you design protection strategies that reflect your values, safeguard your family, and create the confidence to pursue growth without hesitation.
Whether you're a business owner thinking about succession, a high-income professional relying on your earning power, or a family steward preserving generational values, protecting what you've built is the first step toward multiplying its impact.
You can build a beautiful financial structure, but without proper protection, it may crumble under pressure. That’s why we begin where most advisors skim-by helping you protect your life’s work from the risks that could unravel it.
Protect the Income Your Family Depends On
Your ability to earn is your most valuable asset. Yet illness, disability, or even premature death could threaten that lifeline. We help ensure your income remains stable and your family is financially secure no matter what life brings.
Preserve the Business You’ve Spent Your Life Building
Your business isn’t just an asset—it’s a legacy. We work with business owners to plan for unexpected absences, smooth transitions, and emergency liquidity. That way, your company can survive-and even thrive-without you at the helm.
Shield What You’ve Earned From What You Can’t Predict
Market volatility, legal claims, and rising tax exposure can all quietly erode your wealth. We design strategies to minimize risk from every angle, keeping your assets safe and your long-term plans intact.
Pass On What You’ve Built With Clarity, Not Conflict
When legacy plans are vague or incomplete, confusion and family discord often follow. We help you create a clear, purpose-driven transfer plan that honors your wishes, protects vulnerable heirs, and keeps your values alive for generations.
When you work with our team, we take a comprehensive and highly personalized approach. Here’s what that looks like:
Risk Assessment
We begin by evaluating your current situation-your family, your income, your business-and identifying risks you may not even know exist.
Strategy Design
Next, we design protection strategies tailored to your situation, prioritizing the greatest risks while balancing cost-effectiveness and long-term impact.
Seamless Implementation
We coordinate with trusted providers to ensure all elements of your protection strategy are implemented cohesively and integrated with your broader plan.
Continuous Review
Life changes-and so should your protection. We regularly review your plan and adjust it as your business, wealth, or family grows.
The real value of protection planning isn’t just financial. It’s emotional, strategic, and deeply personal.
When you know your foundation is secure, everything changes. You make bold business decisions without hesitation. You give generously, knowing your foundation is secure. You rest easier, confident your family is protected.
We help you build a secure foundation and give you the confidence to move forward without hesitation.
A strong financial life starts with a strong foundation. If your protection strategy hasn’t been reviewed recently - or was never built with your full picture in mind-now is the time.
Let’s put lasting protection around what matters most.
20 minutes to assess the strength of your financial foundation.
The information provided on this site is for educational purposes only and is not intended as investment, tax, or legal advice. Please consult your qualified professional before making any financial decisions.
Testimonials represent individual client experiences and do not guarantee similar outcomes. No compensation was provided for these testimonials.
Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory Office: 900 East 96th Street, Suite 300, Indianapolis, IN 46240, (317) 469-9999. Woolman Financial Group is not a subsidiary or affiliate or MML Investors Services, LLC or its affiliated companies.
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