Insurance planning

Over the past ten years, there have been many changes that have decreased the cost of insurance for all age groups. Reviewing your existing policies, or determining if a new policy is applicable to you, is an important step in your personalized wealth management strategy. With access to many different insurance companies, we have the ability to find the best policy, with the best coverage, at the best price.  Contact us with any questions you may have regarding your insurance needs.


Life insurance

Recent changes in life insurance make reviewing and re-examining a need for insurance a necessity. We are able to help you review your policy and make sure you are getting the most out of your insurance plan.


Long-term care

It’s likely you’ve seen or known someone with the need for long-term health care, and you’ve seen the cost and the strain it placed on their financial security.  It’s important to plan ahead.  We can help determine if the solution of a life insurance policy with a long-term care rider is appropriate for your situation. 


Insurance solutions for businesses

Your business is a valuable asset, regardless of its size or structure. And you want to ensure that you, the business and the families involved are adequately protected – and prepared – for the future, financially.  We have access to the insurance solutions needed. Together with your attorney and tax advisor, we will help you develop a strategy to protect the future of your business.