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Insurance Planning

Client Centered

Insurance is about more than transferring risk—it’s about protecting what you care about most and preventing bad luck from destroying what you’ve built.  

The insurance marketplace can be an intimidating place.  What kind of coverage should you have and how much of it?  How much will it cost and how will it work?  What’s covered and what isn’t?  How will taxes effect the benefit?  Our process is built around providing simple, effective answers to these questions and helping you assess what’s at stake.

It all starts with a simple question . . . what’s important to you? 

Contact us with all of your insurance questions:

 life insurance, disability insurance and long term care. Modern Wealth Partners combines the resources of a national insurance distribution network with the personalized service of a local expert to help you design a customized insurance portfolio to make sure you protect what’s important to you.

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Medicare Advantage Plans (Medicare Part C)

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
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