Insurance & Risk Management

  • Evaluating loss of income or capital that may be caused by death, disability, or illness 
  • Encouraging the maintenance of an adequate emergency fund
  • Protecting our clients and their families' lifestyles, businesses, and assets through various insurance vehicles:
    • Medical insurance 
    • Long term care insurance
    • Disability insurance
    • Life insurance
  • Reviewing existing insurance policies and performing gap analysis to ensure policies provide adequate coverage
  • Finding the best type of policy for our clients' individual circumstances through cooperation and communication
  • Monitoring our clients' policies and recommending policy changes when appropriate 

Let's work together to analyze your needs. We can then help you decide what products and services would be right for you and your business. Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.


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