Insurance Review & Consultation

We work closely with our clients to make sure that they are adequately protected against life’s unexpected risks.

We have partnered with a local independent insurance agent, who is willing to meet with our clients to review existing insurance policies and recommend solutions such as:

  • Life Insurance
  • Long-Term Care Insurance
  • Annuities
  • Health Insurance
  • Health Savings Accounts (HSA)
  • Medicare Part A, B, C & D
  • Umbrella Policies

We review and confirm insurance policy titling & beneficiary designations in order to maximize the benefit received and minimize potential tax impacts.

We also review and optimize our clients’ Social Security Benefits.

Have questions? We’d love to meet with you.