We are always trying to improve the way that we operate to make our clients’ lives easier. We also prefer to meet in person when we begin working together. We are happy to meet with you at our office, your home or a local coffee shop. There are benefits in meeting at your home where we can point out additional risk management services that we should offer based on the home’s characteristics and contents with a brief walk through.
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.
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-insurance thresholds? If you haven’t had a thorough review in a few years, let us take a look to see what we would suggest.
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.