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 Financial Advisors
3658 Mt. Diablo Blvd
Suite 210
Lafayette, CA 94549
Phone: (925) 284-9470
Fax: (925) 284-9492
Email