Insurance Planning

Which insurance is right for you?  How do you evaluate insurance carriers and their performance? Insurance can be confusing and expensive if you are unsure of what you are getting.  We can help.

Dugan & Lopatka Financial Services can answer all fo your questions regarding insurance.  We will help you analyze where you want insurance coverage, what type of insurance is right for you, and help you find the appropropriate policy at the lowest possible cost.  Dugan & Lopatka is not linked to any single insurance provider so we can look around for the best match for you.

Our knowledge of insurance also allows us to use insurance products in innovative ways to accomplish a number of issues such as:

  • estate planning
  • buy-sell agreements
  • golden handcuffs and key man incentives
  • and much more.

Give us a call today.

 

Dugan & Lopatka Financial Services, LLC104 E. Roosevelt Rd., Wheaton, Illinois 60187Phone: (630) 665-0914Fax: (630) 665-5030

DUGAN & LOPATKA FINANCIAL SERVICES IS NOT AN AFFILIATE COMPANY OF LPL FINANCIAL. SECURITIES AND ADVISORY SERVICES OFFERED THROUGH LPL FINANCIAL, A REGISTERED INVESTMENT ADVISOR, MEMBER FINRA/SIPC.

Welcome to Dugan & Lopatka Financial Services’ Website

No information provided on this website is intended to constitute an offer to sell or solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Dugan & Lopatka Financial Services, LLC, are disclosed on this website may only discuss securities or transact business with persons who are residents of the following states.

AZ, CA, CO, FL, IL, IN, MD, MO, NH, OH, AND WI.

If your state of residence is not listed, please locate an LPL Registered Representative on your state of residence by accessing http://www.lpl.com or calling 1-800-877-7210. Dugan & Lopatka Financial Services is not an affiliate company of LPL Financial.  Securities and advisory services provided on this website are offered through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

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