Individual Insurance
As a part of your planning—whether that be financial, legacy, estate, or business— our team provides the services to find the insurance coverage that will protect you and your assets. With the ability to independently shop the insurance market, we are able to design an insurance plan that is customized to fit your needs.
We customize insurance planning such as:
- Personal life insurance
- Term
- Permanent
Key person/buy-sell business insurance - Personal and business disability insurance
- Personal long-term care insurance
Wealth Management
We solve rather than sell. We will use our knowledge, tools, experience, morals, and values to help build the right type of financial plan for you and your family.
Qualified Plans
Personalized consulting from a Qualified Plan Financial Consultant® who is committed to designing plans that meet your objectives and helps your employees achieve their long-term goals.