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Risk Management & Insurance

Most people get advice about Insurance from a salesperson who is trying to sell them a policy. To them all financial challenges can be solved with a Life Insurance policy.

Most people get advice about Insurance from a salesperson who is trying to sell them a policy. To them all financial challenges can be solved with a Life Insurance policy.

Life Insurance is for what its name says, insuring against an unexpected death. I work with my clients to first determine what is their true economic risk. This approach looks at the following types of insurance:

  • Life
  • Disability
  • Long-Term Care
  • Medical
  • Property and Casualty
  • Umbrella

The goal of insurance is to provide income replacement to cover the expenses of you or your survivors for a length of time. We review your unique lifestyle to determine what insurance policies you may need, how much you should be insured for and the length of time you should be covered.

Insured at Every Stage: Raising a Family

Insured at Every Stage: Raising a Family

As life evolves, so do your insurance needs. Having the right coverage can be one of the most important ways that you can protect yourself and your family. From auto to life and everywhere in between, insurance can help you prepare for unforeseen challenges and protect your financial foundation. 

A growing family means growing financial obligations, both now and years from now. This whitepaper outlines essential insurance coverage for families with children.

Download here

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