Protection is part of stewardship.
A plan is not finished until the people who depend on you are provided for.
Why it belongs in a plan
Your return already shows who depends on your income: a spouse, children, sometimes a parent.
What we do
Every plan includes a review of what your family would need if your income stopped. When it shows a gap, we name the gap in plain words, never a product.
If you want to close it
Closing it is a separate conversation with James Paige IV as a licensed insurance agent, apart from your tax work, and it happens only with your separate written consent. It is yours to choose: offered, never pushed. “Not now” gets the same care as yes, and your tax work is the same either way.