Insurance Solutions

Since we are caring for our client’s entire financial well-being, we prefer to be involved in making sure that our clients don’t over-buy insurance or under-insure their risks. When we identify situations that pose a financial risk to our clients personally or to their business, we research suitable  solutions. Our philosophy is not to “sell insurance”  but to compare companies and products when our clients have a legitimate need. For example, we may use term life insurance for a family with young children or with debt (i.e., credit cards or a mortgage); long term care or hybrid life/long term care insurance to protect their family’s assets before a costly care facility depletes them; or even disability insurance to protect the income of a primary wage earner or business owner.

Our Insurance Solutions Services:

  • Business Owner Insurance
  • Life Insurance
  • Disability Income Protection
  • Long Term Care Insurance

Do You Have Doubts About Your Current Financial Future?

Will You Need to Delay Retirement?

Do You Live In Constant Financial Stress?

Are You Confused About Investments?

Will Your Future Fall Short of Your Dreams?