Insurance Services
Insurance Services
Insurance is often an important piece of a strong financial plan. We can help you navigate some of the coverages that may fit into your retirement strategy.

Life Insurance
Individual life insurance is arguably the biggest investment you can make in your loved ones’ security. It can be complicated, but that's why we are here to talk you through the options. There are different types of life insurance such as term life insurance, whole life insurance, and universal life insurance.
The premiums you pay depend heavily on your age and medical history, along with the amount you want the policy to pay out. So, it’s important to seek expert advice before committing to life insurance.

Disability Insurance
Serious illnesses or accidents can come out of nowhere. They can interrupt your life, and your ability to work for months—even years. This is where disability insurance comes into play.
This coverage will give you protection against the risk of losing your paycheck or income and give you the ability to continue paying bills such as student loans, a mortgage, and car payments.
Get in touch with us to learn more about how you can help protect your income with disability insurance.

Long-Term Care Insurance
Long-term care insurance may be your best option if you develop a chronic illness or become disabled and can no longer care for yourself for an extended period of time.
Most policies will reimburse you for care given in a variety of places, such as your home, a nursing home, and assisted living facilities.
Consider working with one of our financial advisors to understand how LTCI policies might fit into your current retirement strategy.

Medicare Supplement Insurance
Medicare insurance is a government-sponsored health insurance program available to most people aged 65 or older and who have paid into Social Security. It’s divided into several sections with differing costs and choices depending on the type of medical care.

Home & Auto Insurance
Your house and car are two of your biggest investments, and they are exposed to many potential losses out of your control. We'll help you plan for the unexpected with the coverage you need at a price you can afford.
If you're interested in reviewing your current home and auto policies, contact us today!
Wondering about a certain type of insurance that you don't see listed here?