Insurance Management

We Are Watching Your Back

While not fun to think about - insurance is a necessary part of financial planning

Imagine the sacrifice you made building your wealth up until now. You've made all the right decisions along the way, and now... after all these years... something threatens to take it all away.

Most people believe risk is the chance of losing what you have. We help you address the risks that can wreak extreme havoc on your money. It could be an illness or injury, damage to your home or car, or a premature death leaving your family without an income.

For these, we think it is our job to identify how your wealth could be flushed away from circumstances out of your control. How would you rate a financial planner who didn't warn you of risks that could harm your well being?

Major companies have departments tasked with managing risk. We are the watchguard for risk that families and business owners face; and we recommend how to transfer risk that threatens your wealth. We work on this every three to five years or when your life changes in a major way.

We are independent and obligated to act in your best interest. We can help you install the solutions you need - or refer you to professionals who do it better than us.

Depending on your needs - your financial plan could address any of the following:

  • Life Insurance
  • Income Protection
  • Property and Liability
  • Healthcare Costs
  • Outliving Your Money

Contact us to schedule an appointment

We offer a free consultation and encourage you to interview multiple CFP® Professionals to find a good fit.

Contact Us

Easily access your accounts and financial plan, while staying organized.
Learn More