Insurance Consultation

“Never ask a barber if you need a haircut.” As famously quoted by Warren Buffet, this example of a conflict of interest is inherent in many decisions when it comes to your wealth.

When reviewing insurance needs, products, and risk exposure, it can be very difficult to understand and determine what types of products and how much coverage may be suitable for an individual or family. Our advisers have experience with insurance planning, and we pride ourselves on helping clients make educated decisions when purchasing insurance. We believe that we can help mitigate the chances of over- or under-purchasing insurance products by acting as a middleman on our clients’ behalf.