Financial security is a gift to your family, your business, and yourself
Protect what’s important to you at every stage of life
With 1706 Advisors, you can:
Create a personal plan that protects the life you have now and the journey to come
Develop an integrated strategy that covers your individual and business needs
Supplement and prepare for your retirement
Leave a business and personal legacy
Insure your future, and everyone in it
We’ve managed more than 6,000 individual policies over the past 25 years, and every day we hear from people who have been helped, healed, and saved by their policies.
Stacy Lang Kahan - Founder, 1706 Advisors
1Discover
We engage in thoughtful and confidential conversations to identify your needs, wants, and wishes, and your relevant medical and financial history.
2Research
Our goal is to find the carriers with the most competitive pricing and stability for the unique needs we uncovered in the Discover phase.
3Engage
We provide customized recommendations designed to help you achieve your goals, and ensure you understand the products and benefits.
4Underwrite
We advocate for you to receive the most competitive offer by presenting you to the carrier in the most positive light.
5Serve/Support
Your plan is an ongoing process. We proactively review and monitor your plan, and make recommendations based on your life events.
1706 Advisors isn’t like other insurance agencies. They don’t disappear after the policy is signed. They make sure that insurance companies keep their promises. That’s what insurance is all about – promises that are kept – and that’s what 1706 Advisors is all about.