Insurance Services

Prepare for the unexpected.

Your financial plan should account for more than just the tangible goals you’ve established for yourself or your business. It should also account for the unexpected — the events you can’t always imagine or predict.

Whether you’re due for a policy review or simply need guidance around what coverage is necessary, our team of insurance professionals and advisors can uncover potential risks and help you choose the right, cost-effective strategies to address them.

As your life changes, we’ll reassess your needs to make sure your coverage is consistent with your current situation. With a solid plan in place, you can feel confident that you, your family and your business are protected, no matter what life throws your way.

World-class resources, dedicated support.

When you partner with our team, you’ll receive objective, transparent advice, plus expert needs analysis, existing policy review and new policy acquisition for:

  • Life insurance
  • Disability insurance
  • Long-term care insurance
  • Annuities
  • Group plans

Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors, LLC (“Hewins”) is an investment advisor registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940. Hewins is a proud affiliate of Wipfli LLP. Information pertaining to Hewins’ advisory operations, services and fees is set forth in Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov

Securities, when offered, may be offered through an affiliated broker-dealer Hewins Brokerage Services, LLC, member FINRA; Office of Supervisory Jurisdiction: 2501 Beltline Hwy, Suite 401, Madison, WI 53713, 1-888-520-3040. Securities may also be offered through ValMark Securities, Inc. Member FINRA, SIPC; 130 Springside Drive, Suite 300, Akron, Ohio 44333-2431, 1-800-765-5201. Hewins is a separate entity from ValMark Securities, Inc.