Insurance Services

Insurance assets are an often overlooked part of a well-managed portfolio.  A sound financial plan will analyze the need for coverage as well as examine insurance asset as part of a diversified portfolio. 

We have years of experience delivering comprehensive support for life insurance, disability insurance, and long-term care insurance products and planning.  Whether you need to purchase new coverage, review existing policies to ensure that they remain competitively priced, or to implement estate planning strategies, we have the expertise and experience to take your insurance planning to the next level.

Through our 6 step planning process, we work with our clients to capitalize on opportunities that the insurance market provides as well as identify the optimum coverage for each individual or business. 

The Insurance Services arm of our firm is effective because:

• We believe that the six step planning process helps to identify suitable amounts and types of insurance specific to you.
• We are not “captive” to any insurance company.  We seek multiple bids for all insurance cases and have valuable experience in field underwriting which allow us to represent our clients’ interests and secure the best insurance deal possible. 
• We view insurance not only as an expense, but potentially as an asset that will further diversify a client’s portfolio. 

A comprehensive, customized and effective financial plan is not complete without a well-managed insurance portfolio.