Insurance & Long Term Care Planning

For many people, insurance is an affordable way to protect your assets from the burden of unexpected, life-altering circumstances.   An analysis of your existing insurance coverage and needs will cover key areas that include:

  • Life, including term, whole and universal
  • Long-term care
  • Disability
  • Personal liability
  • Buy-sell funding agreements

If required and requested, we make recommendations to our clients for them to meet with trusted insurance professionals who provide the same exemplary service we do.  Our planning includes periodic reviews of all coverage to ensure that the clients’ needs continue to be met along the ever-changing road of life.