Busy professionals require a partner who can oversee their personal insurance and financial needs. As daily demands increase both at work and at home, today’s professionals need a better way to protect their assets and plan for the future. Our team of experts design specialized personal insurance programs, goal-based financial plans, non-traditional retirement and investment strategies to give you and your key employees peace of mind.
Our personal risk management specialists provide ongoing strategic guidance to help you navigate even the most confusing and complex insurance concerns. They have the expertise, resources and tools necessary to assist you in selecting the most comprehensive coverage, by the highest-rated insurance companies. Should you need to file a claim, our highly-trained teams act as advocates for your best interests — guiding you to the best possible resolution as painlessly as possible.
We understand that you work hard for what you have. We can help you protect it.
It’s easy to see the advantages of co-owning real property with family or friends. Maybe it would be difficult to swing the mortgage on that cabin by yourself, but adding a couple close friends or relatives could cut the payments. Or, maybe and your siblings inherited the lake house your parents bought years ago. It’s great to be able to share the maintenance costs and time spent in upkeep among siblings. Besides, one family can’t possibly use the lake house enough to justify the expense.
This year, the school supplies list might be more about the right technology and devices than backpacks and pencils, and this focus can unleash a new world of risks. Because kids who are curious and impulsive may be exposed to potential dangers online, now is a good time for parents to review and share some cybersecurity basics.
Due to the COVID-19 outbreak, it is critical that all of us take certain steps to stay healthy and reduce the risk of infection. In addition to using cleaning and rental inspection checklists when preparing your rental for guests, the current situation requires taking extra measures to prevent the virus from spreading. This is where a health and safety checklist comes in handy.
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