Insurance can be complicated, but it doesn’t have to be. Similar to how we handle investing, we take a no-frills approach to making sure our clients are properly covered. While we review all of our client’s insurance policies, we focus on Life Insurance because it is so important to get it right.

We believe in using Life Insurance for what it is intended for, that is why we start our insurance planning by focusing on Term Life Insurance for our clients. Term Life Insurance is usually significantly less expensive than most people think it is, and can be 20x less expensive than other types of Life Insurance policies. Alignment Financial Planning, LLC is a Life Insurance broker, meaning we work with up to 80 different Insurance Companies to find you the very best policy and price available. We will NEVER try to sell you something, we will only educate you on all of the options available to you.

Whether you already have an insurance plan in place or looking at one for the very first time, contact us today for a review!