Protection with a purpose. As part of the financial planning process, we identify areas in which there is exposure to a risk that could cause you to fall short of your goals. Often times, we can spread this risk to someone else in the form of insurance. However, we don’t believe in purchasing insurance just to have it. We believe in finding the proper balance between the amount of coverage you need and the cost that it takes to get that coverage. By going through the financial planning process, we can find out exactly how much protection you need to accomplish your goals and will not recommend exceeding that amount.
Some of the types of insurance we specialize in include:
· Term & Whole Life Insurance
· Long Term Care Insurance
· Disability Insurance
Visit www.thefortressinsurance.com for all other insurance needs.