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Life Contingencies

"Preparation through education is less costly than learning through tragedy"    ~Max Mayfield

Are you ready for the unexpected?

Are you ready for the unexpected?

We can't predict the future, but we can help you create a plan to protect you and your family in the event that life-changing events take place. 

Disability, long-term illness, and the death of a loved one are all examples of unexpected tregedies that you need to be prepared for. Our team of experienced advisors can help you evaluate your needs and then present options for you to secure your, and your family's, financial well-being in an emergency situation.

A few of the items to consider include: reviewing your beneficiaries, taking a holistic view of your life insurance needs, and discussing if disability or long term care strategies are appropriate.

Small Business Protection

Small Business Protection

One of our largest client segments are small to mid-sized business owners and their families. As small business owners ourselves, our advisors know how impactful tragedy can be on our businesses.

Who will run the company? Will my family be able to live comfortably? Will the employees be taken care of? Will the company succeed if something happened to one of our c-suite members?

We have heard all of these questions before. We welcome the opportunity to discuss your unique circumstances and offer suggestions of how we can help you have a plan in case of emergency.

Ready to get started?

Pick a time to meet with an advisor: Schedule a call with Craig Bastuba

Pick a time to meet with an advisor: Schedule a call with Greg Spinazze

Fill out our New Client Questionnaire