Our team of experienced professionals are educated in the insurance area. We conduct a full insurance analysis to make sure that you have the right coverage for your situation and to recommend coverage in areas where you might be vulnerable. For example, we investigate how your life insurance is titled in order to determine that proceeds from the policy do not become part of your taxable estate.
As your insurance needs change, and as specific issues arise, we are happy to conduct efficient research on your behalf. Areas in which we have expertise include:

  • Health Savings Accounts

  • Life Insurance

  • Long-Term Care Insurance

  • Personal Property Insurance

Unlike outside insurance agents, we are aware of your full financial and familial picture, and can help to choose products suitable for your unique situation.

Schedule a free consultation