Insurance & Risk Management

All the investment planning in the world isn’t much good if you don’t have appropriate insurance coverage to protect you against various losses. We will review all areas of insurance coverage.  We are licensed to sell life, disability, and long-term care insurance when needed. An insurance review includes:

• Evaluate property and casualty insurance
• Review liability insurance coverage
• Assess life, disability, and long-term care insurance needs
• Suggest appropriate risk management solutions