Protection Planning

Our Services

Trusted Strategies for Your Personal Priorities

When we sit down with you to discuss your personal and family financial goals, we consider your current financial situation, any special circumstances and your tolerance for taking risks. Then we build a strategy tailored to your individual goals and objectives.

Our primary services for personal needs include:

  • Evaluation of your insurances with special attention to appropriateness, coverage amounts and costs
  • Review of employer sponsored benefits elections
  • Analysis of your disability, life and long-term care insurance
  • Discussion of your property, liability and umbrella policies
  • Recommendations to improve the overall value of your protection