insurance planning

Some insurance you can’t afford to be without. We believe (like Dave Ramsey does) that some types of insurance should at least be considered and customized for each client’s situation.

We have reviewed many policies for our clients, and we found ways to save them money and get better coverage. The areas of coverage that we believe are critical to your financial plan are:

1. Life insurance.

2. Auto and Homeowner insurance.

3. Long-Term Care insurance.

4. Health insurance.

5. Long-Term Disability insurance.