FAQ

Why do I need to buy insurance?

Accidents and disasters can and do happen. If you aren’t flush with cash to handle them, you could face huge financial struggles and setbacks. Insurance is one way to protect your life, your health, your ability to earn an income, and to keep a roof over your head when things go wrong.
There are a number of different types of insurance available, and it's unlikely you'd need (or even want) them all. But if you have loved ones or assets worth protecting, you probably need at least a few different types of coverage.

Do you offer free consultations to new customers?

 Yes! To help you out, we will go over the most common insurance fact-pack. It’ll give you an idea of the coverage available, and why you might need it.

How do I make sure I’m not over-insured?

An important part of my job as a financial planner is to identify and mitigate financial risks through insurance. In general, the cost of being over-insured is the increased cost of premiums and riders that aren’t needed. By eliminating these unnecessary costs, you can potentially save hundreds, or even thousands, of dollars per year and reallocate those savings toward other, more exciting spending goals.