More than just your tax preparer!
Tax Preparation
    Investments
          Insurance
2556 Rt. 12B Hamilton, NY 13346  Phone: 315-825-0255
Email:
rtack@tackcpa.com

As life changes, so do your insurance needs. As an independent agent, I am NOT captive to any one particular investment or insurance company. As a result, I can offer you several quotes from different companies. This helps me to provide you with affordable insurance that is a good “fit” for YOU.

Here are just a few examples that can cause an insurance (protection) need:

Birth of a new child.                                                                 Significant Wealth Accumulation

A business you want to protect                                            •  Purchase of a new home

Estate Planning (to avoid out-of-pocket estate taxes for your heirs)

Income you would like to insure in case of Disability


At Robert L. Tackabury, CPA PLLC, I offer the following insurance:


•  Life Insurance - I carry everything from term insurance to “permanent” life insurance coverage. Your life insurance need depends on many factors and we fit the type of insurance coverage with that need.

•  Long-Term Care Insurance – This is for people who have significant assets that need protection in the event of a terminal or long-term health care need. Long-Term Care Insurance is designed to cover costs for      Nursing Homes, Assisted Living Facilities, AND Home Health Care. Unlike most agents, I am certified to sell the NY State Partnership Program Long-Term Care policies! In many cases partnership policies make insuring yourself against long-term care affordable and offer asset protection to protect your estate!
   Long-Term Disability Insurance – Long-Term Disability is basically insurance that protects your income stream in the event of a disability that keeps you out of work for an extended period of time. For most people, your ability to earn income is your greatest asset. Long-Term Disability helps to protect this very important asset.   
        

Bob Tackabury is owner of Robert L. Tackabury, CPA 2556 Rt. 12B, Hamilton, NY 315-825-0255 and is an Investment Registered Representative.  Securities offered through IBN Financial Services, Inc., 404 Old Liverpool Rd.Liverpool, NY 13088.  315-652-4426. 
Member FINRA & SIPC)                FINRA Broker Check

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