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Insurance Planning

Insurance isn't considered to be an exciting topic, but it is definitely a critical component of financial planning. Managing your risk and protecting against potential catastrophic losses ensures that you stay on track financially. We simplify the complexities of insurance to give you the confidence in knowing you are well-covered. Our advisors are independent of any insurance companies, so they work for you, and you only. Contact us today to see how we can help you get the best coverage for the lowest cost possible.

Life Insurance

Life Insurance

The primary purpose of life insurance is to implement a benefit in case of an untimely passing. However, it has evolved over the years as a powerful, versatile planning tool as well. Whether you need coverage to protect your family, business partners, to mitigate estate taxes or leave a legacy, life insurance is a crucial component of a well-rounded risk management plan.

Not sure where to start? Click the link below to receive quotes from top carriers in the industry.

Disability Insurance

Disability Insurance

It's hard for anyone to imagine ever getting disabled and not being able to work, but the fact of the matter is, it does happen.

One in four 20-year-olds today can expect to be out of work for at least a year because of a disabling condition before they reach the normal retirement age.4

If you rely on your income, you need disability insurance. Contact us to learn more.

Long-Term Care

Long-Term Care

As we age, our health naturally becomes more of a concern. At some point, there might come a time where you are unable to do all the things you used to when young and healthy. If there comes a time where you need help in your later years, Long-Term Care can be there to help pay for the extra cost that comes along with it.

Liability Protection

Liability Protection

There are a number of different coverages that fall into this category - home, auto, umbrella, etc. and they are just as important as the rest. Insurance is there when you need it, and if you don't have enough, you expose yourself financially, which could have a detrimental impact.

For a free evaluation of your property/casualty liability insurance plans, click the link below.

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