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Protecting your Assets with Proper Insurance

Because the policies are complicated and detailed, it’s difficult to know (without being an insurance expert!) if you have proper insurance and are protected from potential risk. Insurance is all about asking the question, “What if?” Oftentimes people are either grossly over-insured or inadequately protected, leaving them at risk for disastrous results.

Because we are an independent firm, we are not tied to any particular suite of products and have the option to choose from anything on the market that will meet your needs. Our team, which includes several certified insurance professionals, will take the time to analyze your individual situation and then select the appropriate product to help insulate you from potential risk.

Need help understanding your insurance policy and make sure you have the proper amount for these?

  • Buy-Sell and Key Man Insurance
  • Disability Insurance 
  • Life Insurance
  • Long Term Care Insurance
  • Medicare Supplements

In addition to the products listed above, we have partners available to assist with property and casualty insurance, as well as individual health insurance.


Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.

Schedule a Meeting with FDR

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