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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Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Jeremy Tims, CFP®, EA
Lead Advisor / President
Janae Marcus
Client Support and Operations Coordinator
Susan Depka
Client Support and Operations
Adam Oster
Operations