Insurance and Risk

Adequate insurance coverage protects against unforeseen events, while risk management strategies mitigate potential financial losses. Incorporating these elements into financial planning ensures long-term financial stability and peace of mind.

Insurance Needs Analysis

JFA will assess your current insurance coverage and identifies gaps in protection to ensure adequate coverage for potential financial risks and future goals.

Risk Solutions

JFA can help you mitigate financial risks with insurance solutions such as term life, disability, and long-term care insurance, tailored to your unique needs and goals.

Annnuity Evaluation

We will help you compare the costs, fees, and benefits of existing or new annuities to help you make informed decisions for your retirement income planning.

Life Insurance

JFA's insurance expertise ensures finding the right coverage that fits your needs, budget, and lifestyle. Let us help you navigate the complex landscape of insurance options and find the best value solution to protect you and your loved ones from unexpected risks.


Financial Advice For

Risk Management

Risk management is a crucial aspect of financial planning that involves identifying, assessing, and mitigating potential risks that could negatively impact your financial goals. It helps you create a robust plan to protect your wealth and secure your future.


Disability insurance is crucial to protect your income in case you become unable to work due to injury or illness. We can assist you in obtaining a quote for disability insurance tailored to your specific needs, providing peace of mind and financial security.


Free Life Insurance Quotes

Get free life insurance quotes to protect your loved ones' financial future. Compare rates from top insurers and find the coverage that fits your needs. 

2nd Opinion Review of Annuities

An objective review of an annuity can help ensure that your financial plan aligns with your goals and risk tolerance and may identify potential issues or opportunities. 

Too Much Insurance?

It's important to review your insurance coverage regularly to ensure you're not overinsured and wasting money on premiums for unnecessary or duplicative coverage. 

What Type of Insurance Do I Need?

Determining the right insurance coverage is essential in any financial plan. JFA will help you review your specific needs, such as health, life, disability, or property insurance, and prepare adequate protection against potential risks and financial losses.


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