Broker Check

Insurance Planning


If all you have is a hammer, every problem looks like a nail. -Maslow

Insurance is a strange thing.

Most of the time people hate paying for something they rarely use - It can be hard to find tangible value.

On the other side, when there is a need for it, most people are happy they spent the money -  and often wish they had spent more. 

At Sound Harbor Wealth Partners, Insurance policies are just some of the tools in our workbench.

From Life and Health to Short-term Disability and Long-Term Care or even Annuities, we use our Financial Compass  to analyze each client's situation to see where there are gaps in protection for which an Insurance product may be a good fit.

If it's not the best fit, we don't use it.

There are often multiple solutions to a problem. Because Insurance is only one of tools we use, we can look at various solutions to find, what we feel, can be the best fit for each scenario.

That is why we are Full-Service Financial Planners.

If you are looking for independence or just a second opinion on your current situation, give us a call or schedule a meeting. We'd love to hear from you.