Individuals - Insurance

Life has a way of throwing us a curveball or two. While these events and stages in life aren’t fun to think about, it is important to plan for them. As wealth management advisors, we look at each client’s own unique, big picture and help them proactively plan for the future, protecting assets and loved ones.


We all want to live a long, healthy life. As we get older, much of our health and happiness is attributed to our lifestyle and level of care. While we want to surround ourselves with our loved ones, we also don’t want to burden them. Planning for the future relieves family and friends of any burden associated with specialized, personal care. A Long-term Care policy is a proactive insurance option that covers expenses that occur due to long-term specialty care, such as nursing homes, in-home care, assisted living, adult care, and more.

This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent.


A life insurance policy can be a lifesaver, especially when it comes to the well-being of loved ones left behind. Having a life insurance policy in place at the time of death can relieve already grieving family members of funeral costs, debt, stress, and much more. From Whole Life to Term Life to 2nd to Die, choosing the appropriate life insurance policy can be complex. Together, we work with clients to help them better understand their options and decide which is appropriate for their situation.


While no one enjoys dwelling on the “what ifs” in life, it is important to plan for them. Disability insurance seeks to offer you financial independence so you will be able to continue to financially support yourself and your loved ones in case an accident would prevent you from providing an income.

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