Insurance Planning

As part of the Insurance Planning process we will perform a comprehensive review of our client’s Umbrella, Homeowner’s, Auto, Long-Term Disability, and Long-Term Care Insurance to determine its appropriateness and completeness. Many individuals do not understand exactly what is covered until a problem occurs. Through our extensive Insurance Summary, our clients know exactly where they stand with coverage. Based on our analysis, we will then make impartial recommendations addressing areas where coverage may be lacking and where revisions may be necessary. Since we do not sell insurance, our clients know that our recommendations are unbiased, appropriate and in their best interest.