Insurance Portfolio Management

Your portfolio is more than your investments. Insurance can be an important part of your overall financial strategy.

We understand insurance at a deep level and have the independence to use products from over 50 insurance companies to help reach your financial goals. Some of our clients, over the years, have preserved their investment assets by following the guidance we gave to purchase long term care insurance coverage. For others, life insurance has played a key role in helping the family preserve their assets.


Today many of our clients receive monthly lifetime income payments from annuities to help supplement their retirement.* Whatever your financial circumstances are, if suitable, insurance may play a key role in diversifying your risk, helping to fortify your overall strategy.

*Fixed Annuities are long term insurance contacts and there may be a surrender charge imposed generally during the first 3 to 10 years that you own the annuity contract. Withdrawals prior to age 59-1/2 may result in a 10% IRS tax penalty, in addition to any ordinary income tax. Any guarantees of the annuity are backed by the financial strength of the underlying insurance company. 

Product guarantees are based on the claims-paying ability of the issuing company and assume compliance with the product’s benefit rules, as applicable.

Verified by MonsterInsights