Insurance Planning and Review

We help our clients evaluate their current health, life, disability, and long-term care insurance along with their umbrella, property, and auto insurance coverage to look for opportunities for improvement or money savings. While we want to ensure that our clients have an adequate amount of insurance, we will also advise if we think they have too much coverage.

We walk clients through the types of coverage available, options that can be used outside of purchasing insurance, and direct clients to the benefits offered through their employer when that is the best available option.

As an independent financial advisor, we are not pressured to use a particular insurance company.  Our independence allows us to select the insurance company that we think is best for each client’s needs.*

Contact us for a full review of your insurance portfolio.

*We receive a commission when clients purchase insurance products through us.  We may receive different levels of commissions based on the company or product chosen.