Our Firm

Insurance Services is committed to helping our clients pursue both their short-term and long-term goals while managing present and future risks.  As experienced and knowledgeable professionals in insurance and retirement planning, we can help answer questions you may have about your future, such as:

  • Will I be able to retire early?
  • How much money will I need in order to retire?
  • What is my insurance going to cost?
  • What should I do with my 401(k)?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need disability income insurance? Do I need long-term care insurance?
  • Is Term or Whole life insurance the best for me?
  • How can I ensure that my children will inherit as much as possible from my estate?
  • What do I need to know about wills, trusts, and probate?

Our firm offers insurance, financial products, and services tailored to your individual needs.  Together, we can create a long-term plan for you.