Our Mission
At Aligned Path Insurance Solutions, our mission is simple: to provide unbiased, client-first insurance planning that supports — not disrupts — your overall financial strategy.
We partner with fiduciary financial advisors to ensure every recommendation is aligned with your values, your goals, and your best interests.
Our Story
Aligned Path Insurance Solutions was founded to make insurance a seamless, stress-free part of the financial planning process.
After years of working in the industry, I saw how insurance could either strengthen or complicate a client’s financial picture — and too often, it became the latter.
By focusing exclusively on collaboration with trusted financial advisors, we’ve built a model where insurance recommendations are strategic, transparent, and completely free from sales pressure.
62+
Years of combined industry experience
50
States where we serve clients
100%
Independent and
client-first
Perfect Policy for You
At Aligned Path Insurance Solutions, we offer a variety of insurance policies to meet your specific needs
Term Life Insurance
Affordable coverage for a set period, designed to protect your loved ones or business in case of untimely loss. Ideal for income replacement, debt protection, or safeguarding your family’s financial future.
Disability Insurance
Replaces a portion of your income if you can’t work due to illness or injury. Helps maintain your lifestyle and financial commitments during recovery.
Long-Term Care Insurance
Covers the cost of care services — whether at home, in assisted living, or in a nursing facility — so you can preserve your assets and maintain independence.
Personal P&C
Coverage for your home, vehicles, and personal liability — tailored to your lifestyle
and assets.
Commercial P&C
Business property, liability, and operations coverage to protect your company from unexpected risks.
Group & Personal Health Insurance
Health insurance provides access to medical care and financial protection against high healthcare costs. We help businesses offer group coverage for their employees and also assist individuals and families in finding personal health plans that fit their needs.
Why Advisors Trust Us
We never compete for your client’s relationship.
We offer clear, unbiased insurance recommendations.
We make insurance a smooth, well-managed part of the financial plan.
Our Journey Towards Excellence and Innovation
Aligned Path Insurance Solutions was created to make insurance an empowering part of the financial planning process — never a source of stress or confusion. We believe in providing clarity, choice, and confidence for every client we serve in partnership with their trusted financial advisor.
Our Story
We partner with fiduciary advisors to provide transparent, client-first insurance solutions.
Our Growth
Backed by a brokerage with 62+ years of experience, we serve clients nationwide through dozens of top-rated carriers.
Our Achievements
Trusted by advisors for unbiased recommendations and efficient, client-centered service.
Our Vision
To be the go-to insurance partner for fiduciary advisors nationwide.
Let’s make insurance a smooth, trusted part of your client’s financial plan.
Aligned Path Insurance Solutions delivers independent, advisor-aligned coverage to protect what matters most. Discover your options today.
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