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    Identifying Your Needs

    We determine coverage needs, review in-force policies for adequacy with respect to those needs and provide a formal report that highlights potential savings, restructuring opportunities, coverage gaps and recommendations. Our goal is to advise you on inefficiencies in your family’s scope of coverage and help you find the most appropriate coverage available in the market place.

    A True Partner

    We can work with your existing advisors to find the best solution or make other recommendations.

    Our team will work closely with you to identify and implement the best strategies for your financial plan, including: