Insurance Planning
Insurance Planning Services
Unbiased Advice You Can Trust
At True North Wealth, we take an independent, feeonly approach to insurance planning. We don’t sell insurance or earn commissions on our recommendations, so you can trust that our advice is always in your best interest.
Coverage That Fits Your Life
We’ll review your current policies, identify any gaps in coverage, and connect you with trusted professionals, if needed, to help you secure protection that aligns with your goals.
How we help with insurance planning
Reviewing Your Coverage
We assess your current insurance policies to ensure your assets and loved ones are well-protected – without paying for unnecessary or redundant coverage.
Addressing Life's Uncertainties
By analyzing your current and future risk exposure, we help you determine the right level of protection for life’s uncertainties.
Evaluating Key Insurance Needs
We work with you to evaluate whether disability, life, or long-term care insurance is appropriate for your goals and circumstances.
Optimizing Existing Policies
If you already have policies in place, we’ll review them to identify opportunities for adjustments, replacements, or cost savings – ensuring they continue to serve your best interests.
Clear, Objective Guidance
As fee-only fiduciaries, we provide unbiased advice with no commissions or product sales, so you can trust that every recommendation is made with your best interest in mind.
Connecting You with Trusted Experts
When new policies are needed, we’ll connect you with reputable insurance professionals to secure coverage that fits seamlessly into your overall financial strategy.
Why Choose TrueNorth Wealth?
Fee-Only
Advisors
No commissions means we’re only
focused on making the very best
decisions for you and your goals.
Legal
Fiduciaries
Not only do we WANT to act in your
best interest; as fiduciaries, we are
legally obligated to do so.
Comprehensive
Services
We’re here to help with every
aspect of your financial life – and
make sure it’s all working together
effectively.
Research-based
Investments
Our investment decisions are
informed by evidence-based
research, proven to optimize your
chance of success.
Active
Support
Financial plans get stale quickly –
TrueNorth works with you
throughout the year to stay on top
of your finances.
Ease of
Transfer
Our best-in-class transfer team will
help you every step of the way,
making the move to TrueNorth
Wealth as painless as possible.
Tax
Savings
We’re focused on tax savings,
helping you pay fewer taxes over
your lifetime.
Always
Available
We’re always here for our clients –
for every tough financial decision –
for every question. Always.
No Forced
Commitment
Our clients stay with us because of
the value they’ve received – not
because they are locked into a
contract.
Explore More TrueNorth Wealth Financial Services
Wealth
Management
Planning
Estate
Planning
Investment
Planning
Retirement
Planning
Insurance
Planning
Income Tax
Planning
College Savings
Planning
401 (k)
Planning
Insurance Planning Services in Salt Lake City Utah
With offices in Salt Lake City, St. George, and Logan, Utah – as well as Boise, Idaho –
TrueNorth Wealth is proud to support clients in our local communities.
For those outside these areas, we provide the same high-touch, personalized service remotely –
helping clients across the U.S. achieve their financial goals with confidence and ease.
FREE STRATEGY SESSION
Are you getting the MOST out of your finances?
Schedule a free strategy session to gain insight into your financial challenges, uncover opportunities you may be missing, and receive personalized recommendations to help you achieve your financial goals.
We’re happy to answer your questions!
Give us a call at
or visit our contact page to send us an email.