Review your

INSURANCE 

POLICIES

A crucial part of any well laid plan is forethought and preparation for what happens if the unexpected happens? Identifying risks to our client’s life plans, educating and helping them make informed decisions about whether to retain risks or transfer them to an insurance company is an integral part of our client conversations and planning process. Each person is different and every situation is unique, but we all face some common risks that may potentially derail our hopes and plans:

DEATH

 DISABILITY DURING OUR WORKING YEARS

LONG TERM CARE

DURING OUR GOLDEN YEARS

 HEALTHCARE

 HOME AND AUTO

PROFESSIONAL

We will work with you to review your existing coverages or help you put coverage in place if necessary. We are licensed and work with independent brokerage companies to help our clients find the right coverage and amounts for life, disability and long term care insurance. And because we work with an independent brokerage, we are able to access a broad range of insurance companies and product solutions. While we do not offer health and property and casualty, we can refer you to trusted professionals in our network who do specialize in those areas.

Information provided is from sources believed to be reliable however we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy. When you link to a 3rd party website you are leaving our site and assume total responsibility for your use at these sites

call us today | (484) 234-3300

Registered representatives offering securities and advisory services through Independent Financial Group LLC (IFG), a registered broker-dealer and registered investment advisor. Member FINRASIPC. Blok Financial and IFG are unaffiliated entities. 

Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/

Licensed to sell securities in CA, CT, DE, FL, MD, NJ, NV, NY, PA, SC, VA. This is not an offer or solicitation in any other state.