We focus on helping you protect your well being – and that may mean helping you insulate yourself from certain risks. A good insurance strategy needs to be coordinated with your overall wealth management plan. Our objective is to ensure that you are comfortable with the level of risk you are taking in pursuit of your goals.
We review your current insurances: Disability, Long-Term Care, Life, Health and Homeowners and how they impact your financial plan.
Ready to get started? Call us at (516) 586-6227 or contact us online to schedule your free consultation today.