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Insurance services

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We've learned that many of our clients like having both their investments and insurance under one roof. While we are more than happy to coordinate with your other financial professionals if you already have your insurance needs, we can also help you with setting up new insurance coverages- whether you need life insurance, disability insurance, or long-term care insurance. We do not currently offer home, auto, umbrella, or commercial insurance.

When it comes to determining what kind of insurance you need, most of that work is done through the financial planning process. With this in mind, we only set up insurance policies for current financial planning or investment management clients. This helps us give you the best service possible. ❤️

As far as the costs associated with purchasing insurance, you will not pay extra to purchase insurance through a financial advisor. We are paid commissions through the insurance companies. We're committed to transparency in our practice, and will fully disclose all costs associated, and can answer any questions you have.

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