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Insurance Planning
We review the following policies...
- Life insurance
- Disability insurance
- Long-term care insurance
What we look for...
- Too little insurance
- Wrong type of insurance
- Premiums out of line
- Weak insurance carriers
- Insurance for the wrong purpose
- Critical evaluation of insurance needs
Since Pettinga Financial Advisors is a comprehensive fee-only financial planning firm, we do not sell insurance of any type. After reviewing your insurance policies, we encourage you to contact your insurance agent for a definitive decision regarding additional insurance where you have exposure, or if you need to make modifications to existing policies. If you do not currently have a relationship with an insurance agent, we will provide a recommendation.
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