Insurance

As an independent advisor, we are able to connect with various carriers to vet the best coverage for you. 

We’ve learned that many of our clients like to have their investments and insurance all with one advisor. We’re proud to offer this turn-key service.

We offer insurance coverage such as life insurance, long-term care insurance or disability insurance. Our financial planning process will help determine your insurance needs.

You will not pay more to obtain insurance through a financial advisor. We are paid commissions through the insurance companies. We are committed to transparency in our firm and will always disclose and discuss the costs associated with our recommendations, as well as help answer any questions you have.

Note: we do not offer home, auto or umbrella coverage.

Please keep in mind that insurance companies alone determine insurability and some people may be deemed uninsurable because of health reasons, occupation, and lifestyle choices.