Disability Insurance

Disability insurance helps protect your income if you are unable to work due to illness or injury. For many professionals and business owners, income is the foundation of financial security—and the loss of that income can have a significant impact on your ability to meet obligations, maintain your lifestyle, and work toward long-term goals.

We offer disability insurance planning and implementation as part of our comprehensive advisory relationship. We help you assess your income needs, review any existing coverage you may have through an employer or other sources, and determine whether additional coverage makes sense. Coverage decisions are made in the context of your full financial picture—not in isolation—so we can ensure the type and level of protection aligns with your goals, cash flow, and long-term plans. We facilitate policies through trusted third-party providers.

Who this is for:

• Business owners who rely on their income
• Professionals whose earnings depend on their ability to work
• Individuals seeking additional coverage beyond employer-provided benefits

This approach ensures you're appropriately protected—and that every recommendation is aligned with what matters most to you and your family.