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


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.