Insurance Services

Personal Property and Automobile

We will review the coverages and your asset protection program and will work with third party brokers to assure policies are connected correctly

Umbrella Liability

We will review the structure and assets added correctly

Life Insurance

We calculate the "real need" in our mapping process. This may be a very different need presented by an insurance agent. Once we determine the "real need", we will bid your insurance to different brokers - and compare the different options

Annuity Analysis

Annuities are a tool and are not the perfect product. Most people that have been sold annuities have no details on the interworking's. As true fiduciaries, we don't believe annuities are right for everyone. We will do a complete analysis of your current annuity and will give you the truth of these complex vehicles

Business and Executive

Most business insurance advisors are skilled in General Business Liability but there are other risks that are not usually covered. Cyber-Security, Executive Professional Liability Insurance and even Directors Insurance is not always covered

H&H Retirement Design and Management, Inc. is a SEC Registered Investment Advisor. For more information on our firm, please visit SEC.GOV for a full Form ADV II and the form CRS. Any discussion, text, video or communication on this site should not be considered a recommendation, projection, or assumption of any returns, risks, or future projections of any type of investment, process or plan. Any recommendation can only be made by one of our licensed advisors after consideration of acceptance as a client. No initial communications, without formal engagement should be considered a recommendation or suggestion. H&H Tax and Business Advisors, LLC. is a separate, Non-SEC Registered Advisor but is a commonly owned company practicing in tax and business advisory services. Please visit HHTBA.Com for specific services related to H&H Tax and Business Advisors, LLC. Please visit our privacy policy and terms of service for this website. Please visit our Client Relationship Summary (ADV III) and our Firm Brochure (ADV II) This site is published for residents of the United States only. Investment Advisor Representatives of H&H Retirement Design and Management Inc may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. One Wealth Map is a holding company for multiple related companies under the One Wealth Map Brand. H&H Retirement Design and Management, Inc, H&H Tax and Business Advisors, LLC, Integrated Wealth Management, LLC, Asset and Income Protections Services, LLC.

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