How We Can Help

At Lion's Crest Insurance Services, our mission is to help clients obtain the coverage that aligns with their needs and situation. We understand that each client’s needs and goals are unique. Rather than rely on a cookie-cutter approach, we dedicate the time to create customized insurance solutions that fit your circumstances.

Whatever your questions or concerns, we can help objectively answer questions you may have, such as:

  • What factors can affect my retirement portfolio?
  • How can an insurance product protect my retirement portfolio?
  • How will taxes affect my retirement portfolio?
  • What are simple things I can do to avoid running out money in retirement?
  • What is the best way to fund my kids/grandkids college?
  • What is the likelihood that I will need long term care in the future?
  • How will I pay for long term care?
  • What should I consider when purchasing an annuity?
  • How much life insurance do I need?
  • How do I prevent loosing a large part of my portfolio with an unexpected downturn in the market?
  • If I own a small business, how can I protect myself and my business partner(s) if something happens to me or him/her?

By offering education and guidance, our goal is to help you feel confident and secure with your choices.