225 Broadhollow Road
Suite 105
Melville, NY 11747

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Evergreen Planning

(631)584-2299

 

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events. A strategy can include personal insurance, liability insurance, and life insurance.

 
 
Dog Bites and Homeowners Insurance

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Your DNA Test

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Questions to Ask About Medicare

Take the guesswork out of your IEP or SEP with this helpful article.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

3 Ways to Save Without Tax Deferral

Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Your DNA Test

Preparing for the unexpected can make all the difference if your family relies on your income.

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

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