BOAKS Advisors
Insurance Fiduciary, P&C

Analyze Advise Protect

Independent risk management reports
for personal property and casualty
on a fee only basis.

The best protected client is an educated client. I provide solutions so you can make the best financial decisions regarding the risk management of property and casualty.

• Personal Risk Management for MFO, SFO and highly successful families for their property and casualty.
• Analyze exposures through research and interview with the client and/or their advisors or managers.
• Identify and assess risk, provide guidance, and develop mitigation strategies to minimize personal exposures.
• Offer superior custom solutions, balancing risk and premiums that your broker can implement.
• Solutions would include recommendations to remove, mitigate and transfer risk, while including insurance as needed.
• I have been in the insurance business for thirty years. Since 2000, I have worked specifically in the Private Client P&C area with clients’ premiums ranging from $25,000 to over $500,000.
• I have worked with Chubb, AIG, PURE, Lloyds and many other companies in the private client area.

Insurance Fiduciary