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Having a conversation about insurance coverages is extremely important. It’s a conversation that includes a lot of difficult questions, but it’s an integral part of our financial planning process. During the planning process, we talk about your financial goals and how we will achieve them, then we talk about insurance and all of the “what ifs”. Life is unpredictable, but creating a plan for how to deal with those unpredictable situations will ensure that you and your family will have some peace of mind.

We specialize in these areas of insurance planning:

  • Life Insurance
  • Long-Term Care Insurance (for Nursing or Retirement facility expenses)
  • Disability Insurance

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Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Extended Care: A Patchwork of Possibilities 

What is your plan for health care during retirement?

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Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

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