Whether planning for the unexpected, or to ensure the smooth transfer of wealth from one generation to another, insurance is an important tool.
By preparing for a worst case scenario, such as the unforeseen death of a family member or the loss of a liability lawsuit, ensuring that a family has the right amount of coverage is a crucial part of the financial planning process.
Insurance has become a necessary commodity. Due to our standing relationships with leading insurers, we are able to obtain very competitive pricing for our clients. We assist clients with the following: Life and disability insurance, long term care, funding buy-sell agreements and annuities.