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Insurance Services

Whether it be life insurance or long-term care insurance, we evaluate our client's insurance needs based upon their unique circumstances. Insurance is a vital part to our client's long-term successful wealth management plans. We can review existing policies to evaluate their effectiveness or assist in securing our clients with new policies. When used properly, insurance can be a tool used to protect or maximize one's assets.

We can help sift through the common insurance questions such as: Do I need permanent insurance or term coverage? Am I spending too much for coverage? Do I have enough insurance? Does long-term care insurance make sense for me? Could life insurance be used effectively in my estate plan?

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