Insurance Planning

You will receive a comprehensive review of your life insurance policies as part of your financial plan. You will see a comparison of your coverage to expected needs. You will know whether you have the correct types of insurance and in the right amounts; whether your premiums are in line; and if your carriers have adequate financial strength.

Based on our review, we may advise you to consult with your insurance agent about modifying your coverage. If you do not have an insurance agent, we will provide a recommendation. (As a fee-only financial planning firm, Pettinga Financial does not sell insurance.)