FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Insurance Planning

Insurance includes many different types of protection, and is often a wealth transfer tool. The different kinds of insurance available plays a key roll in designing a comprehensive financial plan. Whether we are discussing life or disability coverage, long-term care options or supplements to Medicare, we look at what is available versus what may be the best fit for each individual client. We regularly perform audits of existing life insurance policies. Many people do not realize their life insurance was not properly funded and may not be there when they die. Even the largest insurance carriers have had policies lapse because of improper assumptions set up years ago which were never updated. Ask any of our representatives for a life insurance audit!