Broker Check

Insurance / Protection Services

Managing the risks that can threaten your financial well-being is every bit as important as saving and investing toward your goals. Selecting the right insurance is a critical element of any comprehensive financial plan. As your circumstances change, so do your needs. We review our clients’ entire portfolio regularly to help minimize risk and maximize security.

We provide solutions from the country’s strongest and most trusted insurance companies.

Our broad range of insurance choices include:


Life insurance serves as the basic building block of any solid financial plan. It provides financial protection for your family or your business in the event of your premature death. Whether it is term life, permanent life or a more complex policy, we have the solutions to help protect you and your family.


In order to maintain your standard of living, it is critical to protect your ability to earn an income. Individual disability income insurance helps preserve a portion of your income and provides financial protection if you become disabled for an extended period of time.


As health care costs continue to rise, a long-term illness can have devastating effects on your savings. Long-term care planning can help you in the event of an illness, accident as a result of the normal effects of aging.


Homeowners and auto insurance offer liability protection, but only up to policy limits. Umbrella insurance provides additional liability coverage beyond those policy limits. That added protection helps provide additional protection for your assets.

*Auto and Home insurance offered by unaffiliated insurers.