Insurance Optimization

Insurance Optimization

Our insurance planning helps you maximize your protection and lower your annual costs.

And, as a commission-free financial planning firm, we get paid exactly $0 when we help you buy an insurance policy.

By not accepting commissions, you don’t have to worry about us recommending something you don’t need.

After we perform a comprehensive insurance analysis, we help you shop the entire market to find the best policy at the best price. We also help you safely unwind insurance policies that were wrongfully sold to you.

We conduct regular in-depth reviews for our clients on the following types of insurance:

  • Life Insurance
  • Long Term Care Insurance
  • Auto & Home Insurance
  • Disability Insurance
  • Umbrella Insurance
  • Health Insurance

👉 Want to learn more about optimizing insurance now and in retirement? Click here to get your Free Retirement Assessment.