Services

Services

Each person’s story is as individual as they are.  That is why we treat each relationship as unique and create strategies around each person’s specific requirements, in coordination with their overall goals and objectives.

How do we protect you and your family from the possibility of losing the ability to work?  We have a variety of strategies and solutions that are targeted to address various concerns:

Income Replacement

  • Individual income replacement
  • Employer sponsored disability insurance programs
  • Key person replacement for businesses
  • Business continuation in the event of the disability of a shareholder or partner

Long Term Care Costs

  • Home health care
  • Facility services

Funding Life Needs

  • Providing protection for family members
  • Planning for families with special needs (children and adults)
  • Key person replacement for businesses
  • Business continuation in the event of the death of a shareholder or partner
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