Broker Check

Protecting Income and Assets

Life, Disability and Liability Insurance

In most cases, continuing income is a family’s most valuable asset.  Protect earned income through high quality life and disability insurance that is structured to meet your needs.  Protect your assets from liability risk with adequate liability coverage.

Medical Insurance

Pick the right coverage for your family and carefully consider High Deductible Health Plans and accompanying Health Savings Accounts.

College Funding

Consider 529 plans, which insulate investment gains from tax if used for qualified educational expenses.

Wills and Living Wills

Control how your assets will be distributed at death by a will and proper beneficiary designations.  Provide guidance on emergency and end-of-life treatment through a living will.