Let's face it, insurance is not the most exciting topic. Too often is insurance planning neglected or considered an inconvenience. We consider the importance of insurance planning on par or even more challenging than intelligent wealth management.
things to consider
life insurance
Our non proprietary brokerage agency will get you the best price and best policy design to protect your family, pay inheritance taxes, and meet your charitable desires.
disability insurance
When it comes to social security, Uncle Sam may not be as large of an income asset as you my think. Our average client earns approximately $3.4 million over the course of their working career. Protect your largest income producing asset. Yourself.
long term care insurance
The landscape for long term care has vastly changed over the past two decades. What was once traditional LTC plans, they now include life insurance with LTC rider, as well as single pay and lump sum options.
