Insurance Planning

At the end of the day, insurance of any kind is all about protecting the people and things you value. When we create financial plans for our clients, we always ask them about their life insurance and disability coverage. If they are of a certain age, we ask about their long-term care insurance coverage.

We evaluate your insurance needs and only suggest solutions that are appropriate to you. Some solutions we commonly provide to our clients:

Term insurance to protect a growing family
Disability insurance to protect income
Long-term care insurance to protect assets
Permanent insurance for tax planning, charitable gifting, and legacy planning

While we firmly believe that insurance is a vital part of planning, we also believe that you can have too much of a good thing. No one should be insurance rich and cash poor. We’ll evaluate your existing policies to make sure you are not over-insured so you can ensure you are putting your money to the best possible use.

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