Term

Life Insurance coverage over a set period of time to cover major expenses: mortgage(s), college expenses, other debt and estate taxes. 

Universal life 

Permanent life insurance coverage to pay off debt, estate tax concerns and legacy.

Long Term Care

Taking care of the elderly can be a large burden on the family finances. Long term care insurance is an important part of the wealth management process to hedge against the increased costs of quality long term care for our loved ones.