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Insurance Planning Services

Why does insurance matter? Because we realize the importance of protecting those who matter most. Life is constantly changing, which means your life insurance needs will need to change with it. But instead of looking at life insurance as an obligation, let's start looking at it as an opportunity.

Client Centered

The benefits of life insurance can include:

  1. Replacing your income
  2. Paying estate taxes
  3. Protecting your home
  4. Funding college costs
  5. Supplementing retirement income
  6. Aiding in estate distribution
  7. Protecting family business

Insurance transfers the financial risk of life's events to an insurance company. And a sound insurance strategy can help protect your family from the financial consequences of those events.

How does it work? How much do you need? What are your options? These are all questions that we can help answer. And they're answers you'll want to know so you’re equipped to make smart decisions.

Estate Planning Advisor

Credible Insurance and Financial Advice

Not only will you receive easy-to-understand explanations about insurance, but an experienced financial advisor will examine your current policies to identify any gaps in coverage and recommend new types of policies. These could include disability insurance or long-term care coverage, depending on your financial situation and circumstances. 

Here's the bottom line. Insurance isn't cut and dry, and your strategy should adapt as your life changes. Navigating the complexities of the right coverage at the right time takes expert knowledge. The kind of knowledge I’m here to offer you.

Types of Insurance Planning Offered:
  - Personal Insurance
- Liability Insurance
- Life Insurance

Office:(330) 707-4135 | 4407 Belmont Ave, Youngstown, OH 44505 |