Individual Insurance

What would your loved ones do if you could no longer financially support them? If something were to happen to you, how could you help those dependent on you to maintain the level of living that they are accustomed to?

Having adequate insurance protection is the most foundational component of financial planning. If you do not already have insurance protection in place, we can help you develop this foundational layer in your planning to prepare you and your loved ones for those times of emergency and unexpected life events.

Primary Insurance Provisions Available:

Disability Income Insurance
Life Insurance
Long Term Care Insurance
Individual Health Insurance
Group Health Insurance
*Will, Living Will
*dPOA
*Healthcare Surrogate

*Services not provided through Namey Financial Group- We will happily connect you with a colleague who can assist in these areas.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.