INSURANCE REVIEWS
Monitor Progress
To Your Goals
Insurance reviews look at where you are and where you’re going in the future and help chart a path to getting there. Life can throw you curves –a new child comes into the family, the passing of a friend or family member, a new job, a significant purchase, all of these things can change your path and perhaps your goals. We can help you plot another course if need be, to look at scenarios and help you meet goals both personally and financially.
Thinking and planning for retirement really gets excellent traction with yearly insurance reviews. This gives you the chance to look at how you live today and how you want to live in the future. We get that lifestyle is important. Present and future. We can help balance the formula for how to save for tomorrow with how you want to live today. Nobody retires successfully without a plan and having one is not only a huge relief, it makes success an actuality. The way to start is to look at how you’re protecting yourself and your family with life insurance and how to do it better. Let us know when you’re ready to do a review!
THE BLOG
DFG BLOG SECTION
How AI is Making Financial Fraud Harder to Spot
As we continue to navigate the digital era, the technological advancements of Artificial Intelligence (AI) have impacted many industries, most notably finance and banking. […]
5 Common Mistakes to Avoid with Medicare
Medicare can be tricky. Here are some common mistakes to avoid! The Medicare open enrollment period has begun, so we thought it would be a great time to discuss some of the most common mistakes retirees make when it comes to their healthcare. Along with your streams of income that [...]
4 Recent Innovations in Life Insurance Policies
Life insurance is no longer constrained to the inflexible policies our parents held. Here are some of the latest additions and innovations to give you more options than ever. Today’s life insurance policies are not the policies our parents and grandparents grew up with and purchased. They offer more features [...]