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Insurance Planning

Just as important as building towards your financial future is protecting your financial future.  We offer a wide breadth of insurance solutions, such as:

Life Insurance

We all know the day will come, we just don't know when.  It is vital to protect against this uncertainty and make sure you and your family are prepared.  The lack of an appropriate life insurance policy is what can make all your other careful financial planning irrelevant. We have access to dozens of carriers and strive to find the most up-to-date and cost-effective programs for you based on your unique needs.

Long-Term Care Insurance

Almost 70% of people turning age 65 will need long-term care at some point in their lives and with the rising cost of medical bills, nursing home costs, and other unplanned expenses long-term care insurance is crucial.

Very rarely covered by health insurance, long-term care is costly and can significantly deplete assets. Long-term care insurance can help pay for a care plan and we can help you determine opportunities for protecting your assets and retirement income.

Medicare Supplement Insurance

Often called Medigap, Medicare Supplement Insurance can help pay some of the health care costs that are typically not covered by Medicare, such as copays, coinsurance, and deductibles. Depending on an individual's situation, it is often a good decision for those receiving Medicare Part A and Part B. We can answer any questions you may have about this type of health insurance.

Disability Insurance

How would you supplement lost income if you were unexpectedly injured or disabled? Unfortunately for many, it could mean dipping into your savings or future retirement income. Disability insurance can serve as the cornerstone of individual and business income and expense protection. We can structure coverage to help protect personal and business income against catastrophic loss due to an injury or long-term illness.


We are committed to helping you pursue your financial goals while mitigating the risks we have little control over. Contact us to find out what insurance plans might be appropriate for you.