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PERSONAL RISK MANAGEMENT

Our unique approach to personal risk management helps us to uncover and address concerns that other firms may miss. As an independent agency, we have access to multiple insurance companies which allows us to find the right fit for your needs. Our network of other like-minded professionals help us to connect you with other needed services and solutions to create a more comprehensive protection plan.  

 

Needs Evaluation

 

> Comprehensive approach that addresses exposures to all assets

> On-going reviews to identify and address emerging needs.

> Answers to questions like:

  • Do I carry enough liability insurance?

  • Do I have enough coverage on my home/rental property?

  • Am I paying too much for my coverage?

  • Am I protected personally against the exposures I have due to my owning a business?

  • How do I take income during retirement?

  • Do I have enough life insurance?

 

Solutions

> Personal Insurance Policies

  • Homeowners, seasonal property

  • Personal autos, collector and antique vehicles

  • Boats, RVs, Travel Trailers, snowmobiles

  • Personal Liability

 
> Financial Planning & Products

> Client Education seminars and resources

> Team approach with your professionals or our network of professionals

Click here to schedule a no obligation meeting.