Insurance Services


Planning for worst-case senario ensures best case results.

You have family or staff who depend on you, and it's a heavy responsibility to protect those you care about. Proper insurance planning can ensure that those you love are prepared for life when things don't go as planned. Insurance planning is a vital tool to ensure your overall financial goals aren't at risk. You know how insurance works to provide for your family when you become disabled or die, but it's also a powerful tool to help meet additional specific objectives like:

   1) Pay taxes due from your estate

   2) Fund a buy-sell agreement in business transactions

   3) Ensure business continuation

Our team of specialists will review your existing policies, as well as any additional insurance needs to ensure you have the right protection. We are entirely impartial, and work with only the top-rated financial carriers. Our insurance review process will analyze, improve, and maximize your insurance protection needs.

Request a life insurance review

What inspires you, inspires us. Let’s talk.


Brad M. Kelley

Principal-in-Charge of Financial Services


Not sure how much insurance you need?
Our custom calculator uses age, net worth, life savings and more to get you an accurate result.

Life Insurance Calculator

Know how much life insurance you want?
Use this to get a quick quote and compare carriers rates to get the best value.

Instant Life Quote

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Check the background of this firm on FINRA's BrokerCheck | Customer Relationship Summary
Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Securities offered through United Planners Financial Services, Member of FINRA and SIPC. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC. Eide Bailly Financial Services and its subsidiaries are not affiliated with United Planners. 
Securities Licensed in: AK, AR, AZ, CA, CO, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NM,  NV, NY, OH, OK, OR, SD, TN, TX, UT, VA, WA, WI, WV, WY
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