Services
Our financial planning perspective allows us to understand each client’s unique risks and develop a customized strategy to protect them against those risks. Our approach means we sit next to the clients and are a champion for their needs.
Insurance is about protecting the people we care the most about : Spouses, children, families, business partners, employees.
WHAT WE DO
- Life, disability & long term care insurance
- Policy reviews & audits
- Second Opinion
- Independent Insurance Consultant
WHO WE SERVE
- Business Owners
- Executives
- Trustees
- Financial Advisors
- Attorneys
- Accountants
OUR PROCESS
- Define and quantify risks
- Establish goals for protection
- Develop risk management plan
- Consult professional advisory team
- Income tax implications
- Estate planning effects
- Business succession plans
- Implement effective insurance strategy
- Monitor plan through life changes