Santa Rosa Office
884 Third Street
Suite A 
Santa Rosa, California 95404
(707) 284-2975


Rohnert Park Office
6020 Commerce Boulevard
Suite 127
Rohnert Park, California 94928
(707) 584-6690

 

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.

 
 
 
The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Extended Care: A Patchwork of Possibilities

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

 

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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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.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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