Just about everyone has some type of insurance—whether it’s life, long term care, disability, or coverage for your home and/or auto. The role of insurance is to provide protection against certain types of risk and is fundamental to the financial planning process. We will not only evaluate your current coverage(s), but can make recommendations to improve your coverage(s) if needed.
- Life: Term, Whole and Universal
- Long Term Care
- Annuities: Immediate Income, Fixed, and Variable