Insurance Services

Effective insurance planning provides a foundation under your financial world—some refer to it as the “mote around the castle”. The sad reality is bad things happen to good people. The governing objective of insurance planning is to provide the optimal protection at the optimal cost so that when a major risk occurs, it doesn’t impact the rest of your plan. Accordingly, we offer insurance consultation services that include coverage needs analysis, current coverage audit, plan design, and shopping for the best coverage for the best price. We are not tied to any one carrier or product, which gives us the flexibility to shop around until we find the best plan for your specific needs. Insurance audits include: