Broker Check

Insurance Planning

Our goal is for you to be properly insured in a cost-efficient manner that does not hinder your other financial goals.

Risk/Insurance planning is a sensitive subject with almost everyone. Insurance is described as “coverage by contract in which one party agrees to indemnify or reimburse another for loss that occurs under the terms of the contract”. There is a time and a place for insurance, and we will discuss with you why you should, or should not have certain types of insurance coverage.

Our comprehensive insurance discussion will include the topics listed below:

  • Life Insurance
  • Long-Term Nursing Care
  • Business Insurance
  • Disability Insurance
  • Property & Casualty Insurance

Please contact us for more information regarding Insurance Planning. Call (512) 218-7993 or email us here.