Insurance Planning

Insurance is part of the foundational planning process we offer each client. Ensuring your risks are adequately covered protects your financial well-being and brings peace of mind.  
Together we explore what these risks are (it’s a bit like playing the game worst case scenario) and plan for them by obtaining the highest quality insurance at the lowest cost to protect you and the people you love. 

Our independent structure allows us to compare the top carriers and find the best and lowest cost insurance for you. The most common types of insurance we provide are:    

Term Life Insurance
Disability insurance
Key Person Insurance
Long Term Care Insurance