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THE APPROACH


Protection Planning

We are available to review the financial planning aspect of your current insurance policies. We look at your current needs, current coverage, and deductibles, along with the “ifs, ands, & buts.” We help our clients determine just how financially thorough their backup system is. We will advise you on the appropriate levels of coverage for your current lifecycle stage, help you understand your employee benefits, and inform you of any foreseeable issues with your present insurance situation. For many of our clients, this is the first time in their lives where they participate in a review that is not motivated by a possible sale.