Insurance and Risk Management

People face risks that are unique to their stage of life. Therefore, we prepare an insurance and risk management analysis for our clients to make sure they have age-appropriate coverage.

After we have reviewed a client’s insurance coverage, and if the client wishes to make any changes,  we coordinate those changes with unaffiliated, independent insurance brokers.

As part of our process, we consider many products that are used to insure risks for retirees, including:

  • Long-term Care Insurance
  • Home Equity Conversion Mortgage for Long-Term Care
  • Second to Die Life Insurance
  • Income Annuities
  • Medicare Parts A, B and D
  • Medicare Advantage Part C
  • Medicare Supplement Insurance
  • Medicaid

Because we are fee-only fiduciaries and don’t sell insurance (or any other products) you can rest assured that our advice is objective and that our recommendations are based solely on your benefit.

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