Our Approach to Insurance Planning
Assessing the need for insurance requires an understanding not only of the various risks one faces, but also of one's
capacity to self-insure.
We review your insurance needs and evaluate existing coverage. We can help you decide if life insurance might be a suitable vehicle to meet specific goals such as providing income for family members or helping with estate settlement. We can also review long term care insurance alternatives with you, as the possibility of encountering such costs late in life is often a realistic concern.