2275 West Fair Avenue
Are you ready? Or at least making steady progress?
Because they’re worth it
Home and Auto Insurance
You work hard for what you have. Will your insurance work for you when you need it?
Your trusted advisor. Whether that means ensuring that your auto and homeowners insurance policy match your personal needs and goals, or if it’s helping to customizing a retirement plan that assists you in meeting your long-term and short-term desires. Or even ensuring that our family will be okay after an un-expected event. We are here to help.
You know what it takes to make your business run. But do you know what it will take to make sure it keeps running in the case of an unexpected occurrence? Is your business just one unexpected event away from shutting its doors? Let us help you find the right policy for your business.
As a homeowner, are you responsible for the damage caused by a tree on your property that hits your neighbor’s home or other insured structure, such as a garage or shed? In most cases, the answer is “no.” When such damage occurs to your neighbor’s home due to forces outside your control, e.g., weather events, your neighbors may have to file a claim with their insurer to receive a reimbursement for the damage a down tree or branches cause. There is one exception, however. If it is determined that the tree damage stems from your negligence (e.g., dead limbs that you refused to cut down, or you chose to trim your tree as a weekend project), then the neighbor’s insurer may come after you to recover their loss—a process called subrogation.
You may want to check your policy or speak to your insurance agent to ascertain if your homeowners policy covers your liability in cases of negligence.
Discover an array of services for all your financial needs.
Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.
Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.
Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.
Curated articles, videos, and more for a more financially savvy you.
What is a Claim?
Split Annuity Strategy
Did You Know This Fact About the Claims Process?