Protect Your Money
Independent Insurance Consulting
Customized, open architecture insurance solutions to manage risk and increase stability
Employ Customized Insurance Consulting To Protect You and Your Family
Insurance is a financial tool. How you use it makes all the difference.
Insurance is often one of life’s necessary evils. But not everyone knows how to use it as a valuable tool. It’s very possible you have multiple insurance coverages from different agents and companies. Many times these policies are out of date or have conflicting tax, beneficiary and ownership considerations. By understanding your full insurance exposure, you can put it to work for you in the most effective way possible.
You might need to transfer your risks to stay with one company. It might make more sense to self-insure. But no matter what, insurance properly applied in a customized and creative manner can provide exceptional benefit.
Insurance Consultants Dedicated to Protecting Your Money
Insurance protects you against risk…it shouldn’t be another financial risk. Our advisors make sure that insurance becomes an asset, and not a liability.
We get to know you. We understand where your exposures are, analyze them, identify conflicts, and keep you compliant with all regulations.
We’re built for you. We’re built to deliver the independent customized insurance solutions that give you more security and less risk.
How Our Customized Insurance Solutions are Built
It starts with a conversation. It leads toward better risk management.
- Analyze Your Risks
- Review Your Current Policies
- Apply Our proprietary Open Architecture Approach
Protect Everything That Matters
Our customized insurance solutions are just part of how we protect what matters most to you.
Estate and Philanthropic Planning
Build a legacy while minimizing tax risk. Build what matters to you.
Custom Insurance Consultants in Chicago, Florida, and Everywhere
We create customized, personalized insurance solutions for clients across the country. From our central headquarters in Chicago and Florida we connect, analyze, and deliver. Our advisors are here to protect your money so you can live your best life.
Protect More. It’s How To Live a Fuller Financial Life
Insurance solutions are just one part of our three-part strategy to maximize the rest of your life.
Protect Your Money
You’ve worked too hard not to protect what you’ve earned for you, your family, and your legacy.
Customize Your Insurance to Protect Your Assets
Insurance should protect you. We minimize risk so you can maximize rewards.