We are about you! Listening to you and helping you understand how what you want can be realized. It’s not about agreeing to make you feel good, it’s about validating that you and your family or business are unique and have specific needs. We provide a consultative approach to our clients when building and implementing any insurance strategy. Knowing who you are, what’s important to you and your family or business is mandatory. Sometimes our role is helping our clients figure it out for themselves or at least help them articulate what it is they are looking to achieve. Building a strategy before knowing the destination is a recipe for failure so we take whatever time is required to get your planning on track from the start. We also believe “destinations” in planning have multiple stop or transition points therefore making it critical to know our client’s mile markers in life. A mile marker is a transition point: perhaps retirement, a wedding, children or grandchildren being born, starting a business, selling a business etc. Family mile markers, business mile markers, estate mile markers, next generation(s) mile markers - they are different for every client.
We look forward to helping you design the best insurance plan for you and those you wish to protect.