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Our priority is to help you take care of your most valuable asset, your family. A significant value of our planning process is to uncover financial uncertainties or risks that can be eliminated or reduced by leveraging insurance coverage.

Life Insurance

Life Insurance

  • Analyze insurance needs based on income, health, age, investment portfolios, education needs, goals, and objectives
  • Assist in determining the amount of coverage needed
  • Explain various types of life insurance and make recommendations that fit your needs
  • Evaluate current life insurance policies to explore improved benefits or cost savings
Long-Term Care Strategies

Long-Term Care Strategies

  • Provide guidance on elder care issues
  • Evaluate and recommend a long-term care strategy
  • Provide advice for long-term care insurance, types of coverage, riders, cost benefit analysis
  • Coordinate with Elder Care Attorney as needed

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (806) 687-5257