Insurance Analysis

We know life is full of uncertainties and want to help navigate, plan and prepare.

Life Insurance, Disability Insurance and Long-Term Care Insurance all play an important role in your financial plan. These products change and evolve with you — they are tailored to you.

When was the last time you looked at your insurance policies? Do they match your needs?

At Phocus Financial we take our time to assess your insurance portfolio by analyzing the quality of your insurance carriers, the overall cost of your programs and whether it’s effective and the viability of your coverage.