Insurance
An important part of financial planning is risk management.
We consider risk management in everything we do. When managing investments, we consider your risk profile and how that should be reflected in your overall investment allocation. One tool for managing risk is through insurance contracts.
Examples of typical insurance that our clients may consider are life insurance, long-term care insurance, and disability insurance.
We have licensed insurance agents on staff, who are able to sell various types of insurance contracts.
In addition, our financial advisors will look at all of your insurance, including health insurance, homeowners insurance, and auto insurance when providing comprehensive financial advice.
