Don't be afraid to go out on a limb. That's where the fruit is.”
- H. Jackson Browne

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Risk Management

In the course of managing our client’s wealth, we become very familiar with all of the details of their financial structures and day to day activities. This enables us to clearly identify the risks they face and evaluate solutions to avoid or minimize them. Many times our clients are in a position to "self-insure", while other risks require the purchase of an insurance policy.

In all cases, we are very experienced in drawing effective conclusions and implementing cost effective strategies for our clients…from simple term life insurance to sophisticated asset protection strategies. Perhaps as important, we have no interest in any particular solution. Our clients receive a thoroughly competent and unbiased evaluation of their overall insurance portfolio…a combination very difficult to find elsewhere.

We work on an hourly basis to review and monitor existing policies and, if necessary, to procure new policies. Our services cover:

  • Life Insurance
  • Long Term Care Insurance
  • Fixed and Variable Annuities
  • Health Coverage
  • Life Settlement Analysis
  • Disability Insurance
  • Property Casualty
  • Professional Liability


Our approach to insurance planning and policy analysis is a unique alternative for astute clients who may have lost confidence in commission-motivated insurance salesmen's advice.