top of page

Become a Client: 833-940-4771

Become a Client: 833-940-4771

Become a Client: 833-940-4771

Protection for You and Your Family

Take a Closer Look

Safeguarding your assets and livelihood is a crucial element of your wealth management strategy and should not be neglected.

Our insurance partner can offer guidance for your next steps and ensure that your risk management plans align with your comprehensive financial plan. Let us assist you in protecting your future.

Insurance Services

Professional Advisors. Dependable Experience. Custom Solutions that includes:

  • P&C Insurance for your Business & Home

  • Long-Term Care

  • Life Insurance

  • Disability Insurance

  • Medicare/Individual & Group Health Insurance

  • Live Debt Free Program

Customized Investment Strategies

There are no pre-defined portfolios, and you can't simply set it and forget it with automatic allocations.

Learn More

Customized coverage can help safeguard your assets.

Our team applies a collaborative approach to insurance, similar to our approach to your entire financial plan.

 

With the collective expertise of our team, we devise a tailored strategy aimed at safeguarding your assets and protecting your family's financial security.

** All insurance products and services are thru J3 Insurance Group , LLC.

Preferred Partners

Some of our preferred partners:

P&C Companies

Farmers Insurance

Chubb Insurance

United Healthcare

Humana

Blue Cross Blue Shield

Travelers Insurance

Health Companies

Life & Disability Co.

Mass Mutual

Penn Mutual

NY Life

Plymouth Rock

Aetna

Ameritas

Insurance Risk

Growing your wealth is just as crucial as safeguarding it.

Protect what matters to you the most.

Comprehensive Coverage For All of Life's Moments

To safeguard you against unforeseen events such as disability, long-term care expenses, and unexpected death, our team evaluates your current policies and formulates a personalized risk management approach for your financial plan.

We aim to provide you with protection when life takes an unexpected turn.

Furthermore, we scout for the most favorable rates, oversee the application process, and establish the necessary policies that align with your requirements.

Our Process

Independence

Our aim is to match you with an insurance provider that is most suitable for your specific needs. To safeguard what matters to you the most, we utilize products from reliable insurance carriers. Our coverage extends across all 50 states and we work with various insurance companies to provide you with the best possible options.

Doing Business with Us Is Easy

Independent Consultative Process

We ensure that you work closely with one of our knowledgeable licensed insurance partners. Our practice is to avoid directing you to a remote 1-800 call center. Our partner team is readily available to respond to any inquiries you may have concerning your insurance, fulfill any requests, and process claims.

We prioritize safeguarding you over selling insurance policies. Our approach involves asking more questions than a typical insurance agent to identify potential areas of concern that could pose future challenges. Our objective is to ensure that you are comprehensively protected.

Risk Management

Importance of Prenuptial Agreements

Recommended Reads

Risk Management

Common Financial Scams

Recommended Reads

Customized Investment Strategies

There are no pre-defined portfolios, and you can't simply set it and forget it with automatic allocations.

Learn More

3 Ways Our Insurance Partners Offer Better Solutions

  • Independence

  • Independent Consultative Process

  • Doing Business with Us Is Easy

3 Ways Our Insurance Partners Offer Better Solutions

Our aim is to match you with an insurance provider that is most suitable for your specific needs. To safeguard what matters to you the most, we utilize products from reliable insurance carriers. Our coverage extends across all 50 states and we work with various insurance companies to provide you with the best possible options.

We ensure that you work closely with one of our knowledgeable licensed insurance partners. Our practice is to avoid directing you to a remote 1-800 call center. Our partner team is readily available to respond to any inquiries you may have concerning your insurance, fulfill any requests, and process claims.

We prioritize safeguarding you over selling insurance policies. Our approach involves asking more questions than a typical insurance agent to identify potential areas of concern that could pose future challenges. Our objective is to ensure that you are comprehensively protected.

Independence

Doing Business with Us Is Easy

Independent Consultative Process

Recommended Reads

Recommended Reads

Risk Management

Importance of Prenuptial Agreements

Risk Management

Importance of Prenuptial Agreements

bottom of page