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Home, Auto & Commercial Insurance

One Phone Call for Multiple Needs: Homeowner’s, Renter’s, Auto & Commercial

As a convenience and additional service for our clients in order to make things easier and more streamlined for them, we offer auto/vehicle and homeowners/renter’s insurance as well as commercial insurance for business owners. With one phone call to us, you can shop almost a dozen different insurance companies offering various types of coverage.

Cars, trucks, motorcycles, vans, campers—each vehicle on the road is required to have insurance, and coverage needed varies based on each state’s laws. Most states require you to have minimum amounts of liability insurance coverage and many require uninsured motorist coverage. Premiums are the amount you will pay monthly, biannually or yearly to keep an auto policy in force. You can usually choose your deductible, or the amount you will pay before insurance coverage kicks in. The higher your deductible, the lower your premium. We can help you find the right coverage for your vehicle at the right price for you, and will discuss property damage coverage, vehicle damage, bodily injury, and medical expense coverage options.

Homeowners and renter’s insurance is a form of property insurance that covers losses and damages to your residence, along with furnishings and other assets in the home. Homeowners insurance also provides liability coverage against accidents in the home or on the property, up to prescribed limits. When you have a mortgage, homeowner’s insurance is usually required, and is usually billed as part of your monthly house payment. Often the premium is paid annually, paid out of the escrow account used to also cover property taxes. Let’s talk about your auto, vehicle, homeowners and/or renter’s insurance needs.

Commercial insurance protects companies from financial losses due to business-related accidents, disasters, crimes, or liability claims by covering property damage, injuries, and other risks. Ask us how we can help.

Our Services

At Connect Tax and Wealth Management, we seek to provide each client with a comprehensive approach that allows you to simplify your life and make one phone call to manage almost everything related to your finances. Here are just some of the services we may provide as part of your custom financial and tax plan. Be sure to reach out to us for a complimentary conversation to discuss your life and financial goals and how we might help you reach them.

Tax Returns & Tax Planning
Wealth Management & Investing
Retirement Planning
Medicare Plans
Home, Auto & Commercial Insurance
Life Insurance
Long-Term Care & Medical Planning
401(k) & Group Retirement Plans