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Insurance Planning

Facing our mortality is difficult. Facing the reality and possibility that bad things can happen to anyone is also hard.

Nevertheless, facing these difficult truths is essential in building a secure financial future for you and your loved ones.


The first step is to recognize what financial risks you face and determine whether or not you are prepared to handle those risks.

To minimize unexpected financial burdens, everyone should develop their own individual Risk Management Plan and confirm they are adequately protected. Risk reduction strategies often involve using various forms of insurance to protect themselves from downside risk.


Forms of insurance might include:









Life Insurance


Disability Insurance


Long Term Care Insurance


Property and Casualty Insurance


Liability Coverage


Fixed insurance products and services offered through McKee Asset  Management or CES Insurance Agency

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