What We Do



We provide The Missing Piece of Financial Planning – Fee-Only Property and Casualty Analysis. The best protected client is an educated client. Chubb, AIG, PURE and others provide great base policies. But they need to be custom designed to provide the proper coverage for complex needs. I provide analysis and solutions so you can make the best financial decisions regarding the risk management of property and casualty exposures. Fee-Only Risk Management for Property and Casualty

Personal Risk Management for highly successful families, SFO, MFO 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 or a referral to a qualified broker
  • Solutions would include recommendations to remove, mitigate and transfer risk, while recommending insurance as needed

WE ARE COMPLETELY INDEPENDENT

WE DO NOT SELL INSURANCE

WE WILL WORK WITH YOUR BROKER TO CORRECT YOUR POLICIES

WE DO NOT ACCEPT FEES OR COMMISSIONS FROM ANYONE WE REFER YOU TO

Brian P Boak, CPRIA, CLU, LUTCF
Insurance Fiduciary, P&C
973-570-6381
BBoak@BOAKS.com