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Insurance Consulting

Your PPS Certified Financial Planner™ (CFP®) provides guidance to help you (and your spouse/partner) to ensure that your life, disability, long term care, property & casualty and health insurance coverages are sufficient to cover your risks and achieve your goals. The primary objectives are to help protect your assets, cover extraordinary costs, and provide for your heirs. Your CFP will consider your current coverages and consult with you regarding any needed modifications.