Simplify Your Life

Your level of financial success requires special care.  As your assets grow your risks and complexities grow exponentially.  Whether it is multi-state exposures, personal needs blurred because of business exposures, or estate issues changing as fast as the tax laws, you need someone to consolidate and simplify your insurance and financial planning, while at the same time delivering sound strategies customized to your personal interests.

Our Private Client Group represents dozens of companies that work with more complicated and challenging personal needs.  Licensed in over 30 states, the Private Client Group can greatly simplify your life, while at the same time eliminate gaps and avoid duplications in coverage.

Our Objective

Our objective is to do a thorough and in-depth study of all your personal and family needs, while meticulously evaluating the current planning and products used to protect your assets.  The final product will be a strategic document that you can use as a road map to chart out a path to protect your unique challenges. 

 Why the Private Client Group?

We recognize that it is not good enough to customize unique and thorough strategies without developing an unparalleled delivery system.  The Private Client Group is specifically designed to provide that delivery system along with the unsurpassed service that you deserve.

As a member of the Private Client Group, here are some of the benefits you will receive:

• “Concierge” level customer claim service
• 24/7 claims reporting service with a person to answer your questions when you need it most
• Our optional “Electronic Vault” service for storing all of your critical documents, providing your family one place to turn
• “Financial Analysis” – By partnering with your trusted advisors, we would provide our evaluation of your personal risks and your estate planning and will layout a strategic plan to protect you and your family.
• An annual update of the strategies used to make sure you are current at all times

 Don’t delay another day to simplify your life and make it more secure all at the same time!  Call us today!