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
- 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.