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How We Can Help

At Pinnacle Planning, LLC, our mission is to help you obtain the coverage that aligns with your needs and situation. We understand that your needs and goals are unique. Rather than rely on a cookie-cutter approach, we dedicate the time to create customized insurance solutions that fit your circumstances.

Whatever your questions or concerns, we can help objectively answer questions you may have, such as:

  • How much life insurance do I need?
  • What type(s) of life insurance policy(ies) are best for my situation
  • Why do I need disability insurance and what does it cover?
  • Do I (we) need long term care (LTC) insurance and what does it cover?
  • What are simple things I can do to lower the cost of my homeowners insurance?
  • What are the policy limits in a standard homeowners policy?
  • What is covered under an umbrella policy and how much do I need?
  • How do my employer benefits work and do I need outside coverages?
  • Why do I need a will, living will, and Power of Attorney documents? What needs to be addressed in these documents? Do I need a trust?
  • As a business owner, what types of business coverages are available?
  • As a business owner, do I need a buy-sell agreement? How do I fund it?

By offering education and guidance, our goal is to help you feel confident and secure with your choices.