Creating Security (Insurance)

Life Insurance

Your family's financial security and the ability to maintain the standard of living you are accustomed to is a value we share.  We specialize in term life insurance with access to multiple companies to get you a great value with a strong company. We also assist clients with permanent life insurance if you want this and if other tax-advantaged products are funded.

Disability Income Insurance

We can help you select individual and/or group policies to ensure your ability to provide income to your family if you become disabled.

Long-Term Care Insurance

We can help you select from traditional long-term care  (LTC) insurance policies, annuities or life insurance with long-term care benefits, to provide resources for the care you would want (in home, assisted living or nursing home care).

Overall Insurance Review

We work with you and your agent or broker to review your insurance needs, and can help evaluate policies to determine which fits your needs well (auto, homeowners, renters, recreational vehicle, umbrella, etc).