Insurance

Our health is the foundation of our lives as it affects us in many ways.  As financial planners, however, we have very little control over our clients’ health and that is probably a good thing as we can only help in so many ways!

Image by Craig Lawrence

There is some control over how we mitigate your health risks.

Most adults have a love-hate relationship with personal insurance as the cost seems unnecessary…until it is needed, of course.  Going back to the sustainable & realistic, long-term financial plan, however, without life and/or income insurance the planning is a veritable house of cards.  Without protection your life savings could be decimated in an instant.

In conjunction with your financial plan needs

In conjunction with your financial plan needs, Sean and Jason will use insurance products in many ways.  We recognize your needs and find affordable, reliable products through various carriers to get the best bang for your hard-earned buck.

We are not tied to any one Insurance company

We are not tied to any one Insurance company (ie. Brokers) so it gives us the ability to shop around and find the best fit for our clients based on their needs.