Insurance Planning
Optimize your insurance. Protect your family for less.
As fee-only fiduciaries, we prioritize your financial security without pushing products. We never accept commissions and only recommend insurance when it addresses a genuine risk to your financial well-being. The decision to proceed always remains with you.
When insurance is necessary, we collaborate with trusted, independent insurance brokers who comprehensively shop the market to find the best options for you. As part of our service, we review your existing policies, analyze your need for insurance and provide on-going monitoring and advice on any policies you have.
Common types of policies we advise on are:
✓ All types of life insurance
✓ Short- and long-term disability insurance
✓ Long term care insurance
✓ Annuities (while we don’t place them, we often help clients find their best use)
✓ Umbrella Insurance
We believe insurance should be used strategically to cover specific risks, preparing you for the catastrophic while hoping it's never needed. But if it is, you’ll be prepared and protected.
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​​​Ready to start?
