“I don’t want to tell you how much insurance I carry with my carrier, but all I can say is: when I go, they go” – Jack Benny

Insurance is an integral part of our comprehensive wealth management process. In order to properly assess and implement a successful financial plan, several areas of insurance must be properly addressed.

Answers To The What-if’s

At FP, we consider all of the “what-if’s” in our clients’ lives. What if a loved one passes away; what if you develop a debilitating disease such as Alzheimer’s; what if you become permanently disabled; what if you want to maximize the wealth passed to the next generation…are you adaquetly covered?

We review and implement all areas of insurance in order to cover our clients’ needs, objectives, and goals. Our strategic alliances give us the ability to offer the best options available.

Type of Insurance We Advise On

  • Life
  • Long Term Care
  • Disability
  • Health
  • Annuities
  • Property & Casualty