Life Insurance

Protect your family, friends, charity, and business against an unforeseen death

  • Term Life Insurance
  • Permanent Life Insurance
  • Irrevocable Life Insurance Trust
  • Buy/Sell Life Insurance
  • Key Person Life Insurance
  • Group Life Insurance

Disability Insurance

Protect your lifestyle and cash flow against an unforeseen disability

  • Personal Disability Insurance
  • Overhead Expense Insurance
  • Disability Buyout Insurance
  • Group Long-Term Disability Insurance
  • Group Short-Term Disability Insurance

Long-Term Care Insurance

Protect your assets against an unforeseen long-term care event

  • Personal Long-Term Care Insurance
  • Long-Term Care Riders

**Rooted Planning offers insurance services to its Clients through Financial Analysis Inc. Insurance services are separate and distinct from advisory services offered to Clients. Compensation earned from insurance services is separate and in addition to the Advisor’s advisory fees. Clients are under no obligation to utilize the tax preparation services provided by Financial Analysis Inc.**

contact us for insurance quotes and information