Protect What's Valuable
Protect your future income needs, and help provide long-term financial security for your family. Insurance represents an essential component of a comprehensive financial plan. We offer permanent life insurance, term life insurance, long-term care and disability policies to meet your individual and family needs.
Permanent Life Insurance
Investigate whole and universal life insurance policies that will forever protect those that need it. In addition to death benefits, many policies also offer savings components to provide an extra sum of liquidity if needed.
Term Life Insurance
Term life insurance offers many of the valuable benefits of a permanent life insurance policy, but it's usually more affordable. The policy expires after an agreed-upon time period, but you may have the option to renew it again.
Long-Term Care Insurance
Consider all of the cost of being a senior: Nursing home care, home healthcare providers, adult day care and more. They can make living more comfortable, but they're also quite expensive. Safeguard yourself and your family against the costs of this type of care with a policy for people who require full-time assistance.
Every retirement plan should address the potential need for long-term care coverage. Planning for the future is so much more than organizing your assets; it's planning for the unknown. Learn how we can help.
Life Insurance Policy Review
Significant life events should trigger a life insurance policy reviews. You may want to name a new beneficiary, change the policy ownership, or increase your coverage to provide long-term financial security for your family. Let us help review your plans and policies.
Life Insurance for Small-Business Owners
Life insurance offers important tax advantages for business owners. What's more, you have to plan for the expected and always be ready for the unexpected. Let us help you plan for life's anticipated changes and prepare for any sudden turn of events.