Insurance Planning

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Will your family be provided for if something were to happen to you?  Do you know how much insurance coverage you should have at various stages in life?

As a fee-only financial advisor, we do not sell any financial products, including insurance policies. Instead, we consult with you to determine the types and amounts of insurance coverage that are most appropriate for you--particularly life, disability, and long-term care insurance. We work with independent insurance agents to implement the recommended insurance plan based on your unique situation and considering your retirement and financial goals.  

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