Consultants

After 20 years in the insurance industry, we decided to alter direction. Now, we not only offer insurance policy management, but we also share our passion by helping others with starting or financing their business, family office, or personal financial plan. Our process is designed to empower your team and outfit them with the tools they need to succeed. Talk to us today about how we can support your growth, limit your turnover, and put you on a solid track to success.  

Our services include a comprehensive consult to help identify gaps and opportunities, a comprehensive report that includes a project plan, insurance quotes, with timelines and milestones, a cost analysis, and a schedule. We also offer a suite of quality, risk management products, life insurance and business succession tools that will help you get there quickly and smoothly. That’s how we ensure your success.

Business mentors are key—that’s why when it comes to client selection, we’re choosy. We want to give each of you the time and guidance you deserve.  Whether you’re seeking a strategic alliance with the right partner or a special skillset or tool, call us today. Together we’ll create and refine your plan for success. We didn’t get there alone. And neither will you.