Our business is built on a foundation of thoughtful client relationships.  An important part of our wealth management planning process is making sure your existing insurance policies are aligned with the plan we’ve created. Insurance conversations start with discovery:

• How long has it been since you last had your life insurance policies reviewed? We typically recommend a review every 1-3 years to make sure your policies are aligned with your wealth management plan.
•  Do you feel confident you have the appropriate amount and/or type of insurance? We find many clients who feel either over or under insured or unsure as to the most appropriate policy type for their needs.
• How much are you currently paying in insurance premiums? We can run an analysis of your policies to ensure you are maximizing your coverage while minimizing your costs.

A planning discovery meeting is simply an opportunity to discuss your goals and feelings about specific planning topics, ask questions, and determine whether working together makes sense.  No cost, no pressure!