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Insurance is a long standing institution that is well known for its ability to provide a family with a safety net in the event of the death of a breadwinner.

However, there are other uses of life insurance, that if set up properly, can provide money for long-term care, funding for college education, or even retirement dollars.

If you have need of any of these different uses of life insurance we can help you determine what is right for your circumstances.

We manage assets for individuals and families, providing investment management, and financial planning services.

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