Broker Check

Insurance Optimization

Evaluating Your Insurance

We conduct regular, in-depth reviews for our clients on the following types of insurance:

Life Insurance

Long-Term Care Insurance

Home & Auto Insurance

Disability Insurance

Umbrella Insurance

Health Insurance

Additionally, as a commission-free planning firm, we at Pro Path Financial get paid exactly $0 when we help you buy an insurance policy. We want our motivation to come from choosing a policy that’s right for you – not a policy that pays us to recommend them. By us not accepting any commissions, you don’t have to worry about us recommending something you don’t truthfully need. If you’re interested, you can learn more about this on our Fees Page.

Our Fees

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