Insurance Planning

Good decisions for you and your family

As a part of your financial plan, we conduct a needs analysis and make recommendations for property, liability, life, disability, and long-term care insurances. Should you have annuities, we will review those as well and make recommendations. During annual enrollment, we help you analyze health plans to make the best choice for you and your family.


Planning for the Future, Now

We gather information on all of your current insurances as well as the options through your employer if they provide benefits. From there, we “stress test” scenarios to make certain that should you die or become disabled, your family is taken care of and your philanthropic goals will be achieved.

Options to Meet Your Every Need

If there is a gap or need for insurance in your financial plan, we can bring in specialists to help acquire the appropriate coverage.


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