Insurance Services

Life, disability and long term care insurance* are about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer. By asking questions and listening to you, we provide the solution to your needs. Whether for personal or business situations, we will help you to determine the appropriate type and amount of insurance.

For retirees or those about to retire, we can help you determine how to best receive your retirement benefits. Our team of tax attorneys and advisors have developed the planning tools to help preserve and "stretch" these benefits to your loved ones.