Insurance Planning

Sometimes it's really hard to think about our lives not going as planned. Accidents and illness are a reality that many people have to face. A good sound financial plan takes into account these risks. To help our clients be prepared for these situations, we offer the following types of insurance:

  • Life
  • Disability
  • Long-Term Care

We offer these services, by acting as your independent agent; meaning we search for the right company that fits you best. We partner with Broker's Clearing House to give us unbelievable industry experience and back office support. It is a set-up that truly puts our client's interests first.

As shown in the graph on your right, the client comes to the advisor, then together, they determine the company that best fits the client's needs. We are Independent, which means the client's needs come before the type of product a certain company offers.

 

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