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How Can I Get The Most From My Insurance?

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Financial Advisor David Treece holds life, health, and annuity insurance licenses. He has the experience and resources to analyze your insurance needs and recommend solutions that best fit your lifestyle and financial situation.

Because coverage needs change over time, taking a "DNA" (Detailed Needs Analysis) test periodically ensures that you have the right mix of coverage for your current situation and future "what-ifs". 

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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We can help you assess your need for many types of coverage …

Existing Coverage Review

Our first, and perhaps most important step, is to review what your current insurance covers and what's missing as well as what can be improved upon.

Life Insurance

We put a special focus on your life insurance, as we want to help you and your loved ones get the most benefits out of it with the least amount of taxes possible. 

LTC Insurance

Long term care is designed for those people that have chronic disabilities that need care on a daily basis over an extended period of time. We can connect you with comprehensive coverage insurance products as well as annuities that offer a unique alternative.

Disability Insurance

We can help you get the most out of your employer's disability insurance, whether it be short term or long term. We can also help you improve the income and the coverage from it.

Health Insurance

An important facet of protecting your financial security, it is imperative that you understand the extent of your healthcare coverage and how it may affect Medicaid eligibility in the future. For those in their retirement years, Medicare can be a maze of decisions and paperwork - we are here to keep you on the right path.

Homeowner's & Renter's Insurance

By considering your housing situation, we can compare insurance rates and coverage to see which coverage is most appropriate for you.

Liability Coverage

Liability insurance is vital to protect you from any unforeseen circumstances that could be imposed by lawsuits or claims that might risk your personal financial well-being.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.
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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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Want a second opinion on your insurance needs?

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