There is often a role for insurance in a financial plan, but we often find it is over emphasized by our competitors due to high commissions and minimal ongoing service requirements.
Where insurance is appropriate, we will recommend it in amounts dictated by the plan, not by commissions. If any insurance recommendations generate a commission for us, we donate all proceeds to charity to guarantee the impartiality of our advice.
We offer:
- Gap Analysis
- Life Analysis
- Auto and Home Analysis
- Umbrella Analysis