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Managing risk is an important part of any financial plan. Providing protection in the event of the unexpected will help insure you and your family are taken care of. We can help you with your life and long term care insurance needs.

Do you need Insurance?

  • What will replace your income if something happens to you?
  • How will you fund college and mortgage payments?
  • What retirement income will your spouse lose if something happens to you? (Social Security, pension, etc.)
  • Who will pay for your nursing home stay?

Ways we can help

  • Review your existing insurance policies
  • Recommendation of policy changes when appropriate
  • Recommendation of insurance policy to pursue goals