Insurance Planning

Home – Financial Planning – Personal Planning – Insurance Planning

Insurance Planning is a delicate balance between providing enough protection while keeping costs in check.

And there’s a lot to consider once you get into the fine print. Since the details of insurance planning is a topic most don’t enjoy, most people end up with a mixed bag of products that don’t match up very well with the rest of their financial plan.

How we can help


By understanding your overall financial plan, we have all the context necessary to guide insurance decisions that individual insurance agents often lack.


Since we’re working with outside insurance professionals to get things in place, most of the bias involved (to sell more insurance to earn higher commissions) is taken off the table.

Types of Insurance:

We conduct regular in-depth reviews on the following types of insurance:

Life Insurance

Disability Insurance

Long Term Care Insurance

Umbrella Insurance

Health Insurance

Auto & Home Insurance

Our Process

We’ll look at all your current insurances to make sure you have the right types and amounts. Then provide recommendations on what changes would make sense, and why.

Then we’ll help you shop the entire market to find the best policies for your situation, and even help you safely unwind insurance policies that were wrongfully sold to you.

Want to learn more about optimizing your own insurance program?