Broker Check

Planning for financial risk is at the core of financial planning. Most people, when asked, really don’t understand financial risk and so get whatever is suggested to them by their agent. We take an in-depth look at all of your insurance to see if you have gaps, over/underinsured, and where you might be able to more efficiently provide coverage for you and your loved ones.

We review the following types of policies:

  • Home/Auto/Property
  • Life Insurance
  • Disability
  • Long Term Care
  • Business Buy/Sell and Key Man insurance
  • Fixed, Variable and Index Annuities

The advantage of being an independent agent is that we help you select coverage that best suits your needs without conflicts of interest. Insurance can be very versatile and used in many ways to your advantage.

If you would like more information on life insurance, the different types, and uses for life insurance, click below:


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