Our Services

Risk Management

There are so many insurance coverages to have these days; home, auto, personal liability, disability, life, Medicare, just to name a few. It’s not the most exciting thing, but insurance is a critical part of every financial plan. Insurance allows you to take some risks, like driving a car, owning a house, purchasing a boat. You have it so that you can live your life with confidence. But the coverages and pricing can be confusing and can differ significantly between providers.

We work with clients to make sure that you have the right coverage, for the right amount, and for the right premium. We do this differently. We don’t sell insurance, but we can help you shop for insurance. We want to see you save as much as possible, while making sure you have the right protection in place.

This doesn’t just cover your assets; it covers your health. Between life, health, disability, long-term care and Medicare coverages, there is so much confusion and so many sales pitches. Our job is to help you cut through it all and just get to what you need: the right coverage for you and your family. We’re with you every step of the way, from your working years all the way through your Medicare years.

Risk Management Podcasts

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