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Customized protection for your unique needs


Your future is bright. Mitigating risk for unexpected circumstances is the smart thing to do. We can help you safeguard your assets with individual insurance tools. 

We will customize your protection for your individual needs. We have partnered with experienced insurance companies to provide you an opportunity to protect yourself and your family. 

Long-Term Care Insurance

Assisted living, nursing and home healthcare costs are on the rise. If not properly insured, you and your family could be at risk when faced with any number of situations requiring these services. We offer long-term care insurance options to help mitigate those risks.

Life Insurance

Do you know the appropriate amount of life insurance you will need to fulfill your legacy?
Do you wonder sometimes if you have enough?
We can review what you currently have and determine the best path forward to ensure that your family and the causes that are important to you are well-protected after your passing.

Disability Insurance

The consequence of losing a household income due to disability can be devastating to a family. We have options to help protect against that risk and ensure your household is able to recover should the unexpected occur.

Medicare Solutions

Preventative dental and vision care are very important for overall health and well-being. Make sure you have supplemental coverage in these areas where Medicare might have gaps.

Insurance services may be offered through Keating and Associates, Inc. or Raymond James Financial Services.

 

Talk with an advisor

We look forward to discussing a plan for your future. 

Financial Advisors >>

Connect with our staff

The most dedicated staff in the business. 

Advisor Team Members >>

Insurance Services Team

Kim Franz
Kim Franz
Life Insurance Case Manager

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Not affiliated with Raymond James.

Tracy Johnson
Tracy Johnson
Senior Lines Agent

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Not affiliated with Raymond James.

Julie Squires
Julie Squires
Senior Lines Agent

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Not affiliated with Raymond James.

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