Personal Insurance Planning

Most people purchase insurance to protect themselves from a variety of breakdowns that can dramatically disrupt their financial situation. Life, disability, long term care, health and personal property and casualty insurance are key components of a personal insurance plan.

Mosher & Ellis will consult with clients and either provide, recommend or work with existing insurance providers to help insure that a client’s individual insurance coverage needs are addressed.

Financial Planning and Investment Management for Professionals
"Creating Prosperity by Design"

Contact Us

Mosher & Ellis
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492