We Do Things Differently

The Financial Foundation

Risk management planning can be a cornerstone piece to the foundation on which you build your clients’ financial plan. However, it’s all too often that fee-only Registered Investment Advisors (RIAs) and family businesses are subjected to the bias of insurance agents pushing products to look out for their own bottom line rather than the needs of the client.

As an advisor, you know what your clients want: an experience that’s hands-on, ongoing and highly relational. You also know that providing personalized experience can be difficult, especially when dealing with an insurance industry that is more transactional than relational.