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Insurance Planning

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. Depending on your age and your specific situation, your strategy might include life insurance, liability insurance, or disability insurance - or some combination of all of them.

As part of our comprehensive planning process, we look at your overall financial picture, including any existing coverage you may have, and help you decide what makes the most sense in order to provide the level of protection you are seeking. In many cases, the right insurance product is a good addition to your overall financial plan. 

We can help you analyze the options and, if it makes sense for your individual circumstances, show you how it fits with the other pieces of your financial puzzle. We will never recommend insurance unless there is a good reason to have it.  We consider things like the age of your children, the size of your estate and potential estate taxes, and your ability to pay for long term health care. Your plan will include details of both the costs and benefits of any recommendations we have so you can clearly see the impact and make a well informed decision. Because we receive no compensation in any form for insurance consulting, you can be assured that we provide objective advice.

Below is more information about various forms of insurance and how they might benefit you. If you have questions, give us a call. We would be happy to talk with you about how we might be able to help.

<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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<p>Long-Term-Care Protection Strategies</p>

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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<p>Assess Life Insurance Needs</p>

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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<p>Understanding Extended Care</p>

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.
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The Right Plan for Retirement Starts With the Right Information

The Right Plan for Retirement Starts With the Right Information

Do you know how to:

Determine your actual costs in retirement?

Control and minimize debt?

Build your assets?

Save enough money before you retire?

Have the income you need after you retire?

Get the answers you need in our free guide, Five Ways to Stay Confident in Retirement.


Do You Know Your Optimal Age To Begin Taking Social Security Benefits?

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For more information about our firm and the services we offer, send us an email or call the office. We would welcome the opportunity to speak with you. | 781-743-2600