In the area of INSURANCE PLANNING, we can:

1. Refer you to an insurance agent or work with your agent if you already have one. 
2. Identify potential gaps in your insurance and show you how to close those gaps. 
3. Clarify your employee benefits package, and specify what insurance coverage is needed to supplement that package.  
4. Tailor insurance coverage to your needs so that you pay the right amount for the right coverage. 
5. Alert you to changes in the industry or in your life that suggest a need to update insurance coverage, e.g. mixing business and personal property, having a college age student in your family, dealing with COBRA health insurance issues. 
6. Plan for what to do when insurance coverage stops, for example, when you leave a job or change marital status.

With insurance coverage well planned, you are better protected against the financial consequences of a major misfortune.