Pricing & Plans
Protection Plans That Fit Your Life — Not the Other Way Around
Straightforward guidance, transparent options, and strategies built around your family, your business, and your future. Here's how we work with you.
What Every Client Gets
A no-cost, no-obligation consultation to review your situation and goals.
A clear breakdown of your options — with real numbers, plain language, and zero pressure.
Ongoing support as your life and business evolve, because protection isn't a one-time decision.
Direct access to a dedicated advisor who knows your name, not a call center.
How Our Pricing Works
We don't believe in one-size-fits-all coverage — and we don't believe in surprise fees. Every plan we build is tailored to your goals, your risks, and your budget.
Your initial consultation is always free. From there, we map out clear options and costs before you commit to anything. No pressure, no guesswork, just honest planning.
Since 2002, we've helped families, professionals, and business owners across Marlton and South Jersey protect what matters most. Let's find the right fit for you.
Legacy & Estate Plan
$xxx complete plan
For retirees and aging families ready to secure the future and pass it on with clarity. Comprehensive protection that covers today and tomorrow.
- ✓ Estate planning support
- ✓ Long-term care insurance review
- ✓ Tax-efficient wealth transfer strategies
- ✓ Coordination with your attorney & CPA
- ✓ Annual plan updates
Business Owner Advantage
$xxx / year annual advisory
Built for self-employed pros and local business owners who need to protect their income, partners, and legacy. Confident, tax-smart strategies that keep your business standing strong.
- ✓ Small business protection planning
- ✓ Key person & buy-sell strategy
- ✓ Tax-efficiency planning
- ✓ Disability & long-term care options
- ✓ Quarterly strategy check-ins
Family Protection Review
$xxx one-time consultation
Perfect for families and working professionals ready to lock in life and disability coverage that fits their budget. Sit down with a planner who puts your loved ones first.
- ✓ Personalized life insurance needs analysis
- ✓ Disability income protection review
- ✓ Beneficiary & coverage gap check
- ✓ Written protection summary
- ✓ Follow-up guidance call