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Knowledge, Experience, Accessibility, and Family Owned

Insurance planning is a vital part of a successful financial plan. Our focus on life insurance, disability insurance, and long term care coverage will make sure that all potential risks are covered. We have the ability to work with most major insurance carriers through our affiliated firm Kolinsky Financial Group, Inc.

Insurance Planning protects against both the inevitable and the unforeseen.  They protect families from the financial consequences involved in the death of a loved one as well as helps businesses continue in the event of the owner’s death or disability.

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Effective insurance planning encompasses much more than just you insurance needs.  Insurance planning strategies can significantly reduce estate taxes, insure key employees in a business and fund succession plans for privately owned and public companies.  Life Insurance can also be used to equalize the distribution of your assets when one child is involved in taking over the business but the other children are not.

We can help you determine right financial planning also guide what type of insurance product is right for you which .

  • Term Life Insurance
  • Permanent Variable, Universal Life, Index Universal Life or Whole Life
  • Individual Disability Coverage and or Business Overhead coverage
  • Which Long Term Care Policy is right for you

Learn more about our Insurance Planning

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