Insurance | Strategic Wealth Specialists

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

A love story of financial well-being

Hear from Guardian clients Ed and Mary Ann - A love story of financial well-being

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Tips to convert term life insurance to whole life insurance

A term life policy can be converted to permanent life insurance as protection needs for you and your loved ones change

Financial wellness for everyone: Income protection

Help protect your income with disability insurance if illness or injury keeps you from working.

Couples: How to choose between 2 insurance plans

Tips for working couples comparing employer benefits and choosing insurance, coverage, and financial protections.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Why each spouse needs life insurance

How to help make sure your family is covered financially should something happen to either spouse

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