Comprehensive solutions designed to help protect what matters most, your family.

Our team will work with you to:

• Analyze insurance needs based on income, health, age, investment portfolios, education needs, goals and objectives to help create custom insurance solutions for you and your family.
• Evaluate current life, disability, long-term care, health and look for opportunities for improvement or money savings.
• Provide advice for long-term care insurance, types of coverage, riders, cost benefit analysis.
• Provide advice on disability insurance and planning for loss of income.
• Provide advice on elder care issues.
• Analyze liquidity needs for estate tax purposes, gifting and inheritance planning.