Fee-Only Risk Management for Property and Casualty
Analyze – Advise – Protect
Lifestyle and Risk Analysis
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 exposures.
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 DO NOT ACCEPT FEES OR COMMISSIONS FROM ANYONE WE REFER YOU TO
Brian P Boak, CPRIA, CLU, LUTCF
Insurance Fiduciary, P&C