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Insurance

You work hard for your family, and building wealth may be your main goal. However, life rarely follows a perfect path. An unforeseen event could drastically affect your ability to care for yourself or your loved ones.

Insurance Solutions

  • Life Insurance
  • Annuities
  • Disability Insurance
  • Long Term Care Insurance
  • Hybrid Life/Long Term Care Insurance
  • Structured Settlements
  • Buy-Sell Agreements

How We Help

We can help you determine if your family is properly covered in case of death or if you can live the end of your life in grace with the proper healthcare. If you’re a professional or a business owner, we can help you develop a plan for continued income in the event that you are no longer able to earn a paycheck. Insurance is just one part of a full financial plan. We will always strive to help you seamlessly merge all of your protection needs for with your needs to provide.

The Power of Independence

Many insurance providers are only able to offer insurance from one company – the one that employs them – and therefore for only one price. Furthermore, many independent advisors are able to offer insurance from a variety of carriers but must sell a certain amount of insurance each year to maintain their selling agreement.

Through our partnership with LPL Financial, the nation’s largest independent broker/dealer in the nation (as reported in Financial Planning Magazine, June 1996-2016, based on total revenue), we have access to over 40 different insurance carriers, which gives us the ability to compare prices among a variety of different carriers. In addition, we aren’t required to maintain a sales quota.

We truly have independence in serving your insurance needs.

A few of our insurance partners: