Risk Management & Insurance

What we do

We specialize in

Risk management is a key component of any small business. Many times, a small business has many moving parts that create growth and opportunity but also a potential risk to the business and its owners.

Our company is not in the business of sales and are not just insurance agents. Rather our team is comprised of certified risk managers and accountants well versed in insurance who can help you evaluate your business and potential risk with policies, procedures, and the right insurance policies.

Quantifying the amount of insurance coverage, a business should have should always be an in-depth analysis to evaluate the right amount of coverage.

SUCCESSION
PLANNING

KEY EXECUTIVE INSURANCE

DEFERRED COMPENSATION

QUALIFIED RETIREMENT PLANS

LONG TERM
CARE

BUSINESS OVERHEAD INSURANCE

Who We

Serve/Industries