Individuals
“As a Certified Financial Planner I not only help clients identify their financial vulnerabilities but I also assist them to minimize or limit their risk exposure.”
We have been insuring lives and financial futures since 1985. Protect yourself, protect your family and protect your assets.
Why should you do business with us?
- We have been insuring lives and financial futures since 1985.
- You will work with a qualified Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant.
- We will help you determine needs based upon your personal financial situation.
- We will provide options and develop a plan to meet your needs and budget.
- We simplify the insurance underwriting approval process and make sure that you are getting the “best deal” in that we represent many insurance carriers.
- We service your accounts and help you in the future as your needs change.
- We make it easy for you to refer friends and family.
Life, Disability, Long-Term Care Insurance and proper estate planning documents (wills, trusts, powers of attorney, and business succession plans)* often complement one another.
“As a Certified Financial Planner I not only help clients identify their financial vulnerabilities, but I also assist them to minimize or limit their risk exposure.”
Disclaimer: Legal documents prepared by a licensed estate planning attorney.
