Insurance & Risk Management Solutions

Protecting yourself, your loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaulates all potential risk factors. That’s why risk analysis is an integral part of our ongoing process. We identify and analyze risk factors to make objective recommendations in hopes of providing you with the peace of mind you seek.

We provide access to:

Life Insurance
Disability Insurance
Long-term Care Insurance

About Long-term Care Insurance

When planning for your healthcare needs in retirement, it’s important to keep in mind that:

Medicare is not nursing home insurance and does not cover long-term care. Private medical insurance or Medicare supplement plans do not cover maintenance care.

Long-term care insurance can help you better manage healthcare costs while shifting the risk to an insurance provider. This helps to ensure your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.