Insurance and Risk Management

Insurance is one of the most versatile financial vehicles available to you. It can provide a solution to multiple short- and long-term concerns, but it’s also the most misunderstood area of individual financial planning.

We don’t “sell” insurance. Instead, we leverage insurance options to solve financial challenges and safeguard your assets. We have access to over 50 of the top-rated insurance companies in the country, and we’ll consult with each of them to help find the best insurance option for your needs.

A holistic financial plan accounts for certain risks and unplanned events that can significantly impact your financial future. Our strategies don’t just plan for the ideal scenario. We look at your current financial situation and future goals, then make provisions for potential threats and risk exposure that could impact your progress.


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Insurance and risk management considerations

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Life Insurance

Nobody likes to think about the worst-case scenario. But failing to have a plan in place to protect your family and loved ones could leave them with significant, unnecessary financial and legal burdens.

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Long-Term Care Insurance

As we age, the chances that we’ll need help taking care of ourselves increase. And many types of care aren’t covered under Medicare or health insurance benefits. So the question is: how will you pay for it?

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Disability Insurance

Health events that prevent you from earning income for an extended period of time are a significant threat to your financial goals. Having coverage in place to recoup a portion of your missed income can be the difference between staying on track and starting over.

I&R Related Resources

Related Resources

10 Questions to Ask Your Financial Advisor

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Join us for a complimentary retirement analysis.

Whether you need help getting started on the road to retirement or just have questions about your current financial situation, we’ll sit down with you to identify critical areas for retirement success and provide answers to the most important questions every retiree should be asking.
Bane O'Leary