Insurance
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The majority of the insurance recommendations will be provided to clients as a result of the financial planning process. However, we can also provide quotes on an ad-hoc basis for the following product lines:
| Individual | Senior | Business |
| Life | Medicare Supplements | Commercial Lines |
| Individual Disability | Medicare Advantage Plans | Keyman Disability |
| Health and Dental | Prescription Drug Plans | Business Overhead Disability |
| Accident | Hospital Indemnity | |
| Critical Illness | Long-term Care | |
| Auto | Short-term Care | |
| Home | ||
| Renters |
Insurance services will be provided by an independent licensed insurance agent who will be compensated via a commission from the relevant insurance company. Commission details and any other compensation will be disclosed to the client.