Broker Check

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

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.
Learn More
What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
Learn More

Life Insurance

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Learn More
Our Values

Our Values

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

Learn more
Our Resources

Our Resources

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

Learn more
Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Learn More

Disability Income Insurance

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Learn More
Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Learn More
Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn More

Long Term Care Insurance

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Learn More
Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
Learn More
Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
Learn More
Long-Term-Care Needs

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.
Learn More

Medicare Insurance

Medicare vs. Medicaid

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Learn More
Breaking Down the Parts of Medicare

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Learn More
The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
Learn More
Questions to Ask About Medicare

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.
Learn More

*Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.