Broker Check

Insurance and Estate Planning


Goal Planning, Probability and Cash Flow Analysis

The objective of the summer planning season is to make you feel secure so that you have clarity to think and re-think how such things as insurance and estate planning decisions will impact those you care about, should a catastrophic life event occur. 

A catastrophic loss can derail a financial plan so severely that it could affect those you care about for generations. These topics can be emotional issues to address. That is why we believe a good relationship with an insurance agent, insurance company, and an estate planning attorney is important.

You are able to link in all insurance policies in your financial website. We store important contact details about insurance agents, insurance companies, attorneys, group benefit administrators, etc. We also plan to upload your estate planning documents and your most recent insurance statements into your document vault.