Unexpected & Unusual

As part of your financial foundation, being covered for the unexpected events of life can be the difference as to whether a financial plan remains viable despite those events (such as early death, disability, or sudden health changes). We educate our clients about term life vs. cash value insurance, income replacement insurance, long-term care insurance, and the various health insurance options (such as HSAs).

As part of a comprehensive plan we will review your property and casualty insurance and counsel those who qualify for Medicare supplements.