Our Services

Introductory Discovery Call

Our initial conversation is a chance to connect. We’ll introduce ourselves and most importantly, listen to what is on your mind. From there we’ll decide whether to schedule a ‘Consultation’ — in person, over the phone or virtually — to explore your needs in greater detail.

Consultation

This comprehensive conversation allows us to gain a clear understanding of how you, your family or your business are structured today. We’ll carefully assess your current situation, discuss your priorities, long-term goals, and gather the necessary details to design a tailored strategy. A follow-up meeting will then be scheduled to present thoughtful, personalized, recommendations, ensuring you’re equipped to make informed decisions with confidence.

Policy Assistance & Review

We’re here for more than setting up policies — we’re here to support you throughout the life of your coverage. Whether you need to make updates like a new address or beneficiary, adjust your payment schedule or handle a claim, we’re ready to assist. We also provide annual reviews to ensure your policies stay on track with your evolving needs.