Insurance

Insurance is essential to any comprehensive financial plan. Expenses incurred from disabilities, serious accidents, natural disasters or the death of loved ones can exhaust the savings of most individuals. We provide tools to mitigate those losses and protect you from undue hardship through sensible insurance plans.

Regardless of your occupation or circumstances, we offer expertise in the following types of insurance:

• Life insurance to provide your surviving family members with financial security in the event of death
• Long-term care, disability and critical illness insurance
• Health and dental coverage
• Group health benefits, allowing you to attract and keep quality employees while enjoying tax benefits