First, is confidentiality: whatever you tell us is kept with us. Second, there is no such thing as a typical client or set of circumstances. Our approach is keyed to developing a complete understanding of your economic concerns and goals. We want to grasp where you are now and where you want to be. This includes analyzing your current insurance and confirming that the product(s) continue to fulfill your needs. Should we determine that new coverage is recommended, we move to step 2.
We hope to go beyond simply managing insurance. Rather, we strive to become a long term trusted advisor.
After we understand your financial goals and needs, we will advise if additional insurance or a change in your current portfolio is recommended. Here are some common questions that we help you answer in The Product Stage:
1. Understanding your goals, needs and concerns.
2. Recommending the best strategy and or product to address them.
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