Our staff includes several Certified Financial Planners who are experienced and educated in the insurance area.When we take on new clients, we normally conduct a full insurance analysis to make sure that you have the right coverage for your situation and to recommend coverage in areas where you might be vulnerable.For example, we investigate how your life insurance is titled so as to ensure that proceeds from the policy do not become part of your taxable Estate.
As your insurance needs change, and as specific issues arise, we are happy to conduct efficient research on your behalf. Areas in which we have expertise include:Health Savings Accounts, Life Insurance, Long-term Care Insurance and Personal Property Insurance. Unlike outside insurance agents, we are aware of your full financial and familial picture, and can help to choose products suitable for your unique situation.