Life
Our life planning services include:
- Life Insurance Planning
- Long-Term Care Planning
You don’t have to do this alone.
We’re familiar with the feelings and financial decisions that can arise during life changes and transition.
- Nancy Knous, Founder and Partner
Life Insurance Planning
We get it. Life insurance is no fun to consider and even more complicated. We can help you navigate the options available and ensure you have a plan that is geared towards your goals and needs.
Long-Term Care Planning
Making plans for your care later in life is a valuable gift you can give your family. Relying on family to provide care can place an emotional and financial burden on loved ones. As your trusted financial partner, we can help with a plan for your long-term care that consider your unique goals, hopes, and family.
