Insurance & Risk Management

There are a multitude of events that you will experience in your lifetime. Some are controllable, while others are not. That's why we encourage our clients to protect themselves, their families and their assets through a variety of means.

There are many things you might wish to protect with insurance. Your car, your house, your life. There is disability insurance and long-term care insurance and a myriad of options. You might get overwhelmed, trying to follow them all. There is even a federal program for insuring private pensions. With so much choice, it’s easy to get overwhelmed. You want to protect what matters—not over-protect every little thing, wasting money. We’re committed to finding the right kinds of insurance that work with your plan.