Insurance
Trying to plan for the future is hard. Trying to plan for the unexpected is even more challenging. When you throw in insurance, which is expensive and often not used appropriately, it can lead to people buying a policy that they don’t need. We work with our clients to determine if life insurance, Long Term Care insurance, etc. is necessary and how it could benefit them and their loved ones. What type of experience do you want your loved ones to have when you’re gone? Starting with this question first helps us frame the entire insurance process so it can provide clarity to the end result. With two licensed insurance agents on staff, we work with clients to evaluate their needs and find solutions, not sell policies that don’t serve your best interests. Contact us today if you have questions!
