Insurance Consulting

Implementation of your financial plan is a key component to your overall situation. Whether it be to protect your family from an unexpected passing, loss of income from a disability, insuring against the erosion of your assets due to the high costs of long-term care or the funding of a charitable trust, we will objectively evaluate several different products and options for your specific situation and will review with you the merits of each.

As an independent organization, we have access to a wide range of high quality insurance carriers, each of which meets our strict criteria. With access to many products and companies, you can be confident that we will provide you with the most innovative, appropriate and objective solutions to your financial problems and goals.