Many of our clients don’t look at Insurance planning as a component of their financial planning. But it is a critical component as it is intended to protect against the unexpected, helping safeguard the future.
Personal – What would happen to your family if you didn’t wake up tomorrow? It’s a question no one really wants to answer, but the reality of not addressing it now could be devastating financially for your family.
Medicare – What is covered, what is not and what are your options? Medicare pays for many of your health-care needs and expenses—but not everything. Knowing what’s covered and what is not can help you plan for the unexpected.
We offer a variety of Medicare Advantage, and Medicare supplement plans to help clients transition from the workplace to retirement.
For information about specific insurance needs or situations, contact your insurance professional. Insurance guarantees are based on the claims paying ability of issuing company.