Insurance Planning

Screenshot_12_8_14__11_20_AMThere are many types of insurance, and many decisions that clients must make regarding which insurance policies to hold, what should be insured, and for how much. We provide guidance and calculations on financial need for insurance, when applicable, for the types of insurance shown at the right.

We also recommend several specific riders and endorsements that, in our experience, have been well worth the small additional cost they may add to a policy.

UNBIASED Insurance Advice

As a fee-only financial planning and investment management firm, we neither sell nor receive any commissions or other compensation for recommending any insurance policy. We can work with your current insurance professional or recommend one of our trusted insurance representatives to implement any changes we recommend.