Insurance can add security and predictability to your financial plan. We can help you find the insurance plan that's right for you!
A financial plan without adequate insurance is no financial plan at all.
​
We often don't think twice about insurance for our homes and vehicles, because they are required by law or by your bank or landlord. Yet, when it comes to insuring our #1 asset, ourselves, we hesitate.
​
Insuring your paycheck and creating a reservoir of cash you can access without barriers when you need it the most is vital to a successful financial plan.
​
In addition to protecting the assets you already have, insurance can be a great way to increase liquidity and build a reservoir of cash to help you reduce reliance on banks for financing or emergencies.
We offer various insurance products tailored to your individual goals and needs.
Home and Auto Insurance
Having your home and auto insurance bundled with the same company can give you a discount on your monthly payments.
Paycheck Insurance
If you experience a covered illness or injury, you can receive monthly tax-free income that can be used to replace lost wages and cover basic necessities like the mortgage, utilities and groceries. (MUG)
Life Insurance
Life insurance protects your family and business from the potentially devastating financial losses that could result if something happened to you.
Employee Benefits Packages