HB2 Insurance Services, LLC.

Helping You Protect Your Financial & Retirement Income Goals


We work with our clients to create unique strategies that cover all of life’s “what if’s”.

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Life Can Be Uncertain So Make Sure You Have the “What If’s” Covered

Every Step of the Way, We are Here for You

At HB2 Insurance Services, we help clients navigate their financial and retirement future with our five-step process designed to get to know you, understand your needs, assess what is already in place, make additional recommendations, implement new strategies and then adjust over time. This process keeps the client focused and on-track to meet their income goals.

  • 1) Meet

    Get to know you, your needs and goals.

  • 2) Analyze

    Understand what is already in place.

  • 3) Recommend

    Propose strategies to achieve goals.

  • 4) Implement

    Put strategies in place.

  • 5) Review

    Monitor and adjust as life changes.

Offering a Well-Rounded Suite of Insurance Services

There are several components that can impact our financial well-being. One area that deserves significant consideration is the role of insurance. Insurance can be used to head off risk and prepare for a more protected financial future. Our services are varied and designed to be mixed and matched, depending on the unique needs of each client we serve.

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Bear Market Survival Guide
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