Insurance & Risk Management:
We work independently, with many different companies, to provide the most appropriate insurance options for our clients. Insurance is best purchased as part of an overall financial plan which is why we first learn about our client’s needs and then make the appropriate recommendations on the following products:
- Life Insurance
- Disability Insurance
- Physician Specific Disability Insurance
- Dentist Specific Disability Insurance
- Long-term care insurance
Although we do not provide property and casualty services ourselves, proper auto, homeowners and liability coverage are important elements of an overall insurance plan. We have relationships with area firms to ensure that all of our client’s risk management needs are met.