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What is Insurance Planning?

When most people think of insurance, they typically think about auto, home, or health insurance. You may have life, disability, or long term care insurance, individually or through your work. Our comprehensive insurance planning can help you in determining an integrated risk management and protection strategy that is coordinated with the various other areas of your financial plan.

How Can We Help?

We assist you with assessing your risks, determining your level of risk tolerance, discovering appropriate insurance solutions, and implementing an optimal insurance strategy.

A well designed insurance plan can help protect you, your family, and your business from financial disaster. In designing your plan, we’ll consider:

  • What are your financial and family goals?
  • Would your current coverage meet your goals in the event it is needed?
  • What insurance is a base necessity for you and what is a luxury?

Steps involved in developing an integrated insurance plan include:

  1. Analyze your coverage goals.
  2. Determine if there are any gaps in current coverage.
  3. Craft recommendations to meet your goals that fit within your budget.
  4. Implement recommendations.