Insurance Planning

As a primary risk management instrument, insurance is an important piece of your overall financial plan, serving to address the need to protect your wealth, health and property over the course of your lifetime, and provide for your family and future generations. By working with you to maintain appropriate insurance coverage throughout the many stages of life, we help you protect your family and/or business assets with a strategy that changes as your circumstances and needs evolve over time. Our team can help analyze your current needs and coverage and, as needed, recommend appropriate property and casualty, life, health, disability and long term care (LTC) insurance. As fee-only advisors, we do not sell any insurance products ourselves, but provide the bias-free guidance to help you protect your assets and preserve the future with added confidence. We are happy to work with your existing insurance professionals or make referrals.

Investment Updates

Contact Info

New York Office
255 Washington Avenue Extension, Suite 204
Albany, NY 12205
Phone: 518-464-0319
Fax: 518-464-5004

Hawaii Office
841 Bishop Street, Suite 1607
Honolulu, HI 96813
Phone: 808-531-5665
Fax: 518-464-5004


California Office
Phone: 831-227-2624
Fax: 518-464-5004