Insurance

An Objective and Compassionate Approach to Planning for “What-If”.

Insurance is one of those things you hope you never have to use. It provides confidence, which in itself has incredible value. As part of our Authentic Financial Planning process, we will examine your current insurance portfolio to ensure that each policy accurately aligns with your intentions. Through our due diligence we may uncover areas where you are over insured or underinsured. Either way, we will always be objective and understanding of you when making our recommendations. If changes are warranted, we are equipped to see you through the entire process, from underwriting, to policy placement and ongoing policy monitoring.


Helpful Content

Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
Learn More
Keeping Summer Safe: Pool and Spa Safety Tips

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Learn More