Insurance Analysis


Ensuring you are protected in case of unexpected events in an important part of your financial plan.

We do not sell insurance and we do not receive any compensation from any insurance sales people but we can make recommendations on where you may want to get quotes to compare with what you currently have. We generally recommend that people get quotes every four to five years because the insurance market is constantly changing.

We want to be sure you are appropriately covered but not over covered. We look at your coverage, deductibles, riders and the amount you are paying.

We review the insurances you have and can discuss different types of insurance that you may or may not need – such as long term care insurance, life insurance, disability insurance, etc. We use our retirement planning evaluation to determine what type and amount of life insurance, if any, may be desired.


  • We review your policies, which may include: home owner’s (or renters), auto, life, health, disability, business, and long term care. We discuss your needs and optimal coverage, deductibles, riders, and cost.
  • We generally recommend that clients get quotes every 4-5 years to verify that they are getting a reasonable price.
  • We help you through this process an offer our knowledge and experience to help you make the best choices


Insurance Analysis


Review current insurance coverage


Discuss insurance needs/options


If needed, help get quotes

Impact Financial Planners is bound by a fiduciary duty. We do not receive commissions or sell products so we can be unbiased and put your needs first.

1860 East River Road, Suite 112
Tucson, AZ 85718
(520) 325-0769
9375 E Shea Boulevard, Suite 100
Scottsdale, AZ 85260
(480) 447-7790
4640 Admiralty Way, Suite 500
Marina del Rey, CA 90292
(424) 358-5410
1003 Bishop St, Ste 2700
Honolulu, HI 96813
(808) 731-8659

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AIO Financial, 520-325-0769

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