No one likes to think that anything bad will happen to them, but we all want our loved ones to be protected in case it does. Insure against risks and enjoy the peace of mind that comes from knowing a proper plan is in place to ensure your loved ones’ financial security by investing in life insurance, disability insurance and long term care insurance.
We will help you evaluate the quality of the underlying insurance contracts, and explain the important differences between the types of coverage offered. We work for you, not the insurance companies, so you can be sure that you’ll get an honest assessment of the options best-suited for you.
Life Insurance
We offer a wide range of whole life and term life insurance policies from a number of different trusted providers. We’ll help you figure out how much life insurance you need, compare different life insurance options, and explain the differences. You can be confident that you’ll get a plan that works for your family for a low monthly rate.
Disability Insurance
Whether you’re an employer looking to provide benefits for your employees, or seeking additional coverage that may not be offered at your job, disability insurance can be a real life-saver if you become injured or chronically ill. We offer both short term disability insurance and long term disability insurance plans from a variety of providers, and will walk you through what is covered and the different options available to you.
Long Term Care Insurance
Long term care insurance is a great way to plan for your later retirement years, and help you pay for assisted living or in-home care. These plans can be structured similar to life insurance policies, and pay death benefits to loved ones for any portion that goes unused. Should you need the money to pay for long term care, it is available to you. Similar to life and disability insurance, there are tax advantages to growing your money in a long term care insurance plan.
Retirement & Financial Planning Services
In addition to helping you choose the insurance policies that are right for you, we offer a variety of other financial planning services, including:
Retirement Planning
Wealth Management & Investment Planning
Budgeting & Money Management
Tax Preparation