For both the private and institutional investor, insurance holds asset-protection potential that can benefit many portfolios. However, insurance is often a misunderstood and underutilized financial tool. We approach insurance consulting in the same manner as all of our relationships. As we learn your goals, we formulate and implement a strategy, actively monitor it, and keep you informed of its results.
Insurance is not a set-and-forget transaction — it is an asset class. We specialize in managing portfolios, and we think of insurance as another piece of your portfolio. As with any asset, we focus on due diligence and active management before, during, and after policies are issued.
Our association with the M Financial Group – a nationwide network of independent financial services firms – allows us to offer customized products and pricing advantages unavailable in the retail market. Our expertise and our association with M enable us to build an optimal insurance portfolio for your needs.LEARN MORE >
As a fiduciary to your organization you understand the many risks that can disrupt growth and profitability. We help you formalize, implement, and monitor tax-efficient strategies that address these risks.LEARN MORE >
You’ve worked hard to get to where you are. To safeguard your assets, insurance planning should be a priority. Trust us to leverage these strategies to protect your assets – and even accumulate more – while funding estate taxes, retirement needs, business succession, and legacy planning.LEARN MORE >