Additional Services & Information

We want to make sure that we are providing our services in the most convenient way possible.  We are happy to meet with you at our office but if a coffee shop close to where you work is easier, we will make that effort. If you prefer to review everything in the comfort of your home, we can coordinate that as well. There are benefits in meeting at your home where we can point out additional services that we should offer based on the characteristics of your home and contents with a brief walk through.

Additional Services:

We strive to not only provide you insurance solutions but also risk management from a holistic approach.

Areas where we may be able to direct you:

Financial advisors

●Estate attorneys

●Risk management services:

◆Appraisal services for jewelry, fine arts, miscellaneous collectibles, sports memorabilia, etc.

◆Car repair and glass replacement shops

◆Loss prevention inspections

◆Lifestyle vulnerability and security consultations

◆Enhanced security system installations

◆Video inventory of all contents

●Review of rental lease agreements


Additional Information:

We strive to provide above and beyond service for our affluent clients. To assist from a risk management standpoint, our newsletters highlight some of the insurance and risk management options to bring awareness into the marketplace. For more information, please check out our News & Learning section to read our most recent posts and to look through the archives for previous newsletters.

Red Flags that may suggest that your insurance package should be reviewed:

When was the last time that you had a thorough risk assessment review for your lifestyle including owned or rented locations, vehicles, recreational vehicles, entertaining, travel and self-insuring threshold? If you haven’t had a thorough review in a few years, let us take a look to see what we would suggest.

Do you have liability limits adequate to cover your net worth? Do you have excess liability in place?

We look at your insurance and your family’s insurance from a holistic approach to make sure that you are all properly covered – no matter what stage of life.