Insurance Portfolio Management

Your portfolio is more than your investments. Insurance can be an important part of your overall financial strategy. We understand insurance at a deep level and have the independence to use products from over 50 insurance companies to help reach your financial goals. Some of our clients over the years have preserved their investment assets because of guidance we gave to purchase long term care insurance. For others, life insurance has played a key role in helping the family preserve and protect their assets. Today many of our clients receive monthly lifetime income payments from annuities to help supplement their retirement. Whatever your financial circumstances are, if suitable, insurance may play a key role in diversifying your risk, helping to fortify your overall strategy.