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Financial Planning

View from Radar Hill
View from Radar Hill
Many Grey Whales
migrate past here
Ideally, insurance is defined as the equitable transfer of the risk of a potential loss, from one entity to another, in exchange for a reasonable fee.

There are three risks that will stop an individual from reaching their goals - dying too soon, becoming disabled and experiencing a critical illness.

My job is to find an affordable solution to these risks for each individual, family or business.
Gill, Chris and Kayla