Insurance Advisory Services

Insurance is about protection. Protection against loss, protection for loved ones in the event of your death or disability, protection against the catastrophic cost of accidents or liabilities.

If life went along without any surprises, nothing unexpected or unwanted ever happened, there would be no need for insurance. For better or worse, that isn’t real life.

But the array of choices, products, and purposes can be overwhelming. If you think of your insurance policies as important pieces of your “financial puzzle” then it makes perfect sense to seek out and get input from a financial professional who can make recommendations that actually fit your life and needs, keeping both your short and long-term financial interests in focus.




More reading:

Insurance and risk sharing

Life insurance adapting to changing needs

The dollars and sense of protection

Shielding your Insurance from Estate Taxes

Some Common Investments Enjoy Preferential Tax Treatment 

Investment Tax Blunders to Avoid 



How much life insurance do I need? 

What are my long-term care insurance needs? 

Which is better, comprehensive plan or high-deductible plan with HSA? 

Compare taxable vs. tax-free investment return 

How should I allocate my assets?