How extensive is your insurance coverage? Do you have the right insurance? Is your life insurance adequate, if something were to happen to you? Will your family’s future be secure? Could you be under insured? Could you be over insured?

We determine your need for insurance based on the circumstances of your everyday life and your financial situation. We do not sell any insurance ourselves, but can tell you how much insurance you need and what kind, based on your unique situation. We also look at how exposed you might be to various common forms of liability, such as casualties or property damages.

What we offer

Other Financial Planning Services include:

Investment Planning

Investment Planning

We all agree that actively managing our portfolio is an important part of maintaining our financial health. However, we may not always have the time or expertise to do so.That is why it is important to have a professional do it for you.

Retirement Planning

Retirement Planning

When can I retire and still maintain my quality of life?
How much money do I need to save before I can retire?
When shall I start saving for retirement?

Woman Focused Planning

Woman Focused Planning

Despite the fact that women have historically taken a backseat to the financial planning process, they have decided to rise up and take more control of their financial fate.

Education/ Special Needs Planning

Education/ Special Needs Planning

It might be hard to imagine now, but your children will be heading off to college sooner than you think. College costs cannot be underestimated, as the cost of college education continues to rise, outpacing the rate of inflation.

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