How We Can Help You

As an independent firm, Insurand Wealth Planning understands each client is unique, which is why our approach takes into account your particular goals and objectives, allowing us to customize each area of your retirement strategy.
 
We offer a comprehensive suite of products and services, including: ​

• 401(k) rollovers.
• 403(b) planning.
• 529 college savings plans.
• Business succession planning.
• FEGLI planning.
• Financial planning.
• Investment management.
• IRAs.
• IRA rollovers.
• Legacy planning.
• Life insurance.
• Long-term care.
• Retirement income planning.
• Social Security maximization.
• Tax-efficient strategies for individuals.
• Thrift Savings Plans.

 
At Insurand Wealth Planning, we’re passionate about helping you prepare for your financial future because we want you to move forward with confidence.