Insurance | Brett Mock JD, CFP®

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

9 things to know in case you get sick or injured

Unexpected events like an injury or long-term illness can have a lasting impact on your finances

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

How women can help boost financial confidence

Women add to the financial well-being of their family in many ways, but they may not always protect these contributions.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

How to use insurance in business succession plans

As a business owner, you have a lot on your plate. But planning for your company’s future isn’t something to overlook

Whole life insurance: part of a tax diversification strategy

A strategy that can help your retirement go a long way.

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