Below are brief summaries, along with helpful documents of some of the topics that may arise as we explore your long- and short-term insurance and financial goals. The information will give you something to consider as you prepare for our initial review.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting.

What To Do When Someone Dies
The death of a family member or close personal friend is a difficult subject for almost everyone. The tendency is to postpone dealing with it until the time comes. Unfortunately, when it does, survivors are expected to make many crucial financial and legal decisions. Please click here to learn more.

The Importance of a Will
Distributing your Assets At Death. Please click here to learn more.

Term and Permanent Life Insurance
The term verses cash value life insurance debate has gone on for years, as if it were possible to say that one type of coverage is all good, the other all bad. Sorry, its just not that simple. Please click here to learn more.

Buy-Sell Agreements
Establishing a Buy-Sell Agreement is one of the most important steps you can take to secure the continuation of your business. A buy-sell agreement can cover a buy-out due to retirement, death, or disability, and helps "peg" the value of your business for estate tax purposes. Please click here to learn more.