Prepare for What You Hope Never Happens

Insurance is one of the most important—yet often confusing—parts of a complete financial plan. At Our House Wealth Advisors, we help you understand what types of coverage make sense for your life stage, family needs, and overall goals.



We offer a wide range of insurance solutions and will walk you through your options clearly, so you can make informed decisions that align with your broader financial picture.

You hope you’ll never need it—but you’ll be glad you have it.

We approach protection planning differently at Our House Wealth Advisors. There’s no upsell, no scare tactics, and no commissions. Just honest, practical guidance to help you evaluate the role of insurance in your plan and prepare for the unexpected with calm confidence.

We Can Help You Evaluate:

Life Insurance

  • Term, permanent, or a combination—learn what type of coverage fits your family’s needs and budget.


Disability Insurance

  • Protect your income in the event of illness or injury with coverage that supports your long-term goals.


Long-Term Care Planning

  • Understand your options, costs, and timing for long-term care coverage before it becomes an urgent decision.

We’ll walk through what coverage you have, what you may need, and what makes the most sense for your stage of life.

What We Cover in Protection Planning

01

Life Insurance Review

Is your current policy enough—or too much? We’ll help you assess what’s needed based on your goals and life stage.

02

Disability Insurance Coordination

Understand how to protect your income in case of accident or illness.

03

Long-Term Care Strategies

Plan for care needs in retirement without burdening your family or depleting your nest egg.

04

Gap & Risk Analysis

Identify where you may be overexposed and create smart, cost-effective solutions.

05

Policy Review & Optimization

Already have insurance in place? We’ll help you evaluate whether it still fits your life and identify any gaps or inefficiencies.

06

Integration With Your Financial Plan

Your protection strategy doesn’t live in a silo. We’ll help you align it with your retirement plan, estate goals, and overall financial strategy.

Protection That Aligns with Your Priorities

We’re not here to scare you—we’re here to prepare you. Our goal is to help your financial plan remain steady, no matter what life throws your way.

Let’s Review Your Coverage Together →