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

<p>A Brief Guide To Condo Insurance</p>

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.
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<p>Understanding the Basics of Medigap Policies</p>

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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