Client Centered
  • When it comes to investments, people often only want to look at the upside of their plans while ignoring risks and pitfalls that can ruin them. We utilize our experience with individuals at every stage of their lives to guide you through the discomfort of difficult topics such as mortality, disability, and identity theft. Our plans, therefore, remove the anxiety and stress that comes from dealing with these uncertainties.

  • We have numerous safeguards in place to ensure that we have the client—and only the client—in mind. Unlike many insurance agents who earn commissions on the products they sell, we are a fiduciary advisor who can answer your questions in an unbiased manner. We help you determine both if you are adequately covered and insured or over-insured. We help evaluate your current and future insurance risk management needs and will work with your existing insurance agent to optimize coverage.
  • We take the time to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual risk profile. We go beyond, only considering insurance to be sure that we consider all the risk management options and techniques that are available to you. We help you in identifying risks, transferring risks, controlling risks, avoiding risks, or even retaining those risks through self-insurance based upon your situation.  

To learn more about our recommended best practices in both transferring risk through insurance or controlling or avoiding it in the digital age, please see: