skip navigation





Risk Management

Our holistic approach goes beyond just spreadsheeting and finding the lowest cost alternatives for our clients’ insurance needs. We offer an advanced advocacy team who will work directly with the underwriters of each of the insurance companies to ensure you obtain the most appropriate offer possible. With an increasingly complex insurance market, it is critical to have an advocate like us with first-hand life insurance underwriting experience who understands how insurance companies divide customers into different risk categories, and can help promote a desirable risk rating on your behalf.

We advise clients on the best use of insurance, including:

1. Life Insurance

When properly owned and funded, life insurance provides liquidity when you need it most as well as some unique tax advantages.

2. Disability Insurance

Long term disability insurance protects your earned income in the event you cannot work due to accident or illness.

3. Long-term Care Insurance

Contrary to popular belief Medicare will provide very limited coverage for long-term care and qualifying for Medicaid coverage is becoming more and more difficult every year. Long-term care insurance covers assistance with basic activities of daily living due to illness or cognitive impairment.


Learn more about our approach to working with you.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck