Broker Check

Insurance & Risk Management

Protecting yourself, your loved ones, your home or your business against unexpected events is the backbone of financial planning. Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors. That’s why risk analysis is an integral part of our ongoing process. We continually identify and analyze all risk factors and make objective recommendations to provide you with the confidence you seek. We provide:

When planning for your healthcare needs in retirement, it’s important to keep in mind that:

  • Medicare is not nursing home insurance and does not cover long-term care.
  • Private medical insurance or Medicare supplement plans do not cover maintenance care.

Long-term care insurance can help you better manage healthcare costs while shifting the risk to an insurance provider. This helps to ensure your healthcare needs, and those of loved ones, are covered well into the future. Adequate financial planning now can help prevent a lifetime of assets from falling short when you need them most.