Insurance

With so many different types of insurance available it is important to work with a professional financial planning firm with the proper insurance licensing and experience.

​

Every possible risk you may face in retirement cannot be fully mitigated but many risks can be. We provide a host of insurance planning strategies which include tax and estate planning strategies using various types of life insurance as well as guaranteed income for life and Fixed-Index Annuities.

​

Understanding your health care options in retirement is a vital part of any retirement plan. To learn more about Medicare options and Medicare supplement plans see the Medicare Video.

​

In our retirement years we all face a major risk of a Long-term care event that can be financially devastating. We will help you understand your options including Medicaid spend down rules and the newer types of policies and solutions available today.