Risk Management & Insurance Planning
Our risk management services can help protect your income and financial livelihood from unforeseen circumstances such as disability, long-term care needs, and death. We can address your health insurance needs going forward and help you understand Medicare benefits for future use. We review all insurance policies, including home and automobile policies, to ensure appropriate coverage and pricing. Additionally, we can run gap analysis scenarios to ensure your financial livelihood is adequately protected.

The Value of Insuring Against Life’s Risks

What You Should Do About Insurance Following a Divorce
Life Insurance

Life Insurance Myths: Debunked

Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Assess Your Life Insurance Needs
Disability Income Insurance

Disability and Your Finances

Can Group, Private Disability Policies Work Together?

Disability Income
Long Term Care Insurance

What to Look for in an Extended-Care Policy

Caring for Aging Parents

Extended Care: A Patchwork of Possibilities

Long-Term-Care Needs
Medicare Insurance

Medicare vs. Medicaid

Breaking Down the Parts of Medicare

The A, B, C, & D of Medicare

Questions to Ask About Medicare
*Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.