Insurance is an integral part of your financial success. The problem is that often insurance policies are sold to benefit the agent, not necessarily you the client. As a result we review all the insurance policies our clients have. Once we understand what you have and what you need to achieve your financial goals we can:
Facilitate better insurance coverage and/or better prices when pertinent through nonaffiliated independent insurance agents Research the financial stability of individual carriers. We do not hold formal ties with any insurance company.
Provide a single-point-of contact for all insurance questions.
Prevent gaps in coverage or over/under-coverage.