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Risk Management

We all live with risk. Our goal is to protect your financial position when unexpected events occur.

Our wide range of insurance expertise allows us to review your current insurance and determine if your needs are covered. We can come up with insurance solutions unique to your situation and give you a range of options and carrier comparisons.

Putting your coverage in line with your estate and planning needs is a top priority. We will work closely with estate/business lawyers and tax consultants to help you get proper coverage.

  • Insurance Reviews
  • Insurance Solutions
  • Carrier Comparisons
  • Long Term Care Insurance
  • Disability Insurance
  • Life Insurance Management and Audit Services

Property and Casualty

Insuring your possessions is an important piece of financial security. Property and casualty insurance is one of our areas of expertise and we will work with you to cover your home and autos. Business owners appreciate that we offer commercial lines of coverage and we are glad to provide liability coverage reviews so that you feel secure.

  • Liability Coverage Reviews
  • Commercial Lines
  • Individual Coverage

To learn more about Comprehensive financial planning contact: Robert G. Kruty at