We talk to our clients about life insurance to ensure that their family can remain in their home in the event of death and in some cases, a debilitating illness or injury.  The beneficiaries are often able to take the time to grieve the passing of their loved one without having to return to work - or even scramble to find a new job. If children are in the home, we can talk about leaving funds to help them attend the college of their choice.

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For some clients, we are happy to refer you to a trusted certified financial planner who can discuss large annuities, investment transfers, retirement/income replacement strategies as well as what is needed to establish generational wealth.