Home Ownership

Auto & Home / Personal Lines:

Comprehensive Personal Insurance Protection Starts Here.

Let’s not talk about ‘How much money you saved in a short period of time on your auto or homeowners insurance’.  Let’s talk about how the vast majority of personal insurance audits we perform for new client show their former policies to be coverage deficient in many key areas, and expensive for the amount of coverage they own.

Though insurance agencies are not legally bound to act as fiduciaries to their clients, we strive to act as a fiduciary, always in the best interests of our clients.  When was the last time your insurance agency pro-actively shopped your coverage for renewal and presented you with a better option?  This is a daily occurrence for our clients.

Personal Insurance Products

  • Homeowners Insurance
  • Auto Insurance
  • Umbrella Insurance
  • Long & Short-Term Rental Property Insurance
  • Watercraft Insurance
  • Cycle/RV/ATV/UTV Insurance
  • Classic Car Insurance
  • Jewelry Insurance
  • Vacant Property Insurance
  • Builder’s Risk Insurance
  • Personal Cyber
Life Insurance and Long Term Care

Life, Disability, Long-Term Care

We’ve never met a person who planned to fail, but we have met many who failed to plan.

When considering life insurance, disability, or long-term care, the question we solve is, ‘How much capital will be needed at the time of these events to meet financial objectives and obligations, and how long should an income stream be provided?’