Insurance Planning & Risk Management
For Individuals, Trustees and Business Owners
For Individuals and Trustees:
- Independent Risk Analysis – are you properly insured in the event of a premature death, disability or long-term care? Our analysis will look at your entire financial fact pattern and will be developed using robust financial models to help identify the risks that could confront you and your family.
- Independent placement of life insurance, long-term care insurance and disability insurance.
- Independent Insurance Reviews / audits for insureds and trustees.
- Coordination of Property/Casualty Insurance
To discuss your needs, contact us by clicking below.