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Insurance Planning

You buy insurance to protect your loved ones and the lifestyle you've created.

Every strong financial plan is based on a foundation of protection. Before you can worry about growing your assets and achieving new goals, you have to protect those assets that you already have. That includes your home, your vehicles, your health, and your most important asset – your ability to generate income and provide for your family.

There is no insurance product or plan that is right for everyone. Rather, each individual has to assess their own goals and concerns, and then identify a protection plan that works for them. I work with my clients to analyze their unique needs and risk. I then help them develop a customized strategy and choose the appropriate solutions.

Client Centered

We do the following insurance planning:

  • Disability Income Insurance
  • Life insurance
  • Annuities for Retirement Income Guarantees*
  • Long-term care insurance

Other types of insurance we refer out:

  • Health Insurance
  • Homeowner’s Insurance
  • Automobile Insurance
  • Umbrella Policies

***All of this type of insurance work is referred out to someone within our integrated partnerships.

Life changes, and it can often change quickly. When you go through transitions in your life, your need for risk protection and insurance can often change as well. It’s important to regularly review your needs and make adjustments to your coverage as needed.

*Guarantees are based on the claims paying ability of the issuing insurance company.

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