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Risk Management & Insurance

We do not sell any insurance products. 


Once that is out in the open, our clients generally relax and understand that our interests are aligned with theirs.  If we recommend that they purchase a type of insurance or increase their current coverage, they know that we are motivated solely by their needs, as we receive no commission for any insurance product recommended.  We have professional relationships with many trusted insurance experts in our local community and across the country, but we never receive any kind of compensation from these relationships.


There are many different types of insurance, such as life insurance, disability insurance, property insurance (auto, home and umbrella), medical insurance and long-term care insurance. 


Insurance is a critical component of our clients’ financial health.  Wealth can evaporate in the blink of an eye without the proper insurance coverage.  We work together with you and your insurance professional to review your various insurance coverages and mitigate the potential financial impact of a claim. 

More Services:  > Charitable Giving

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