You have a unique set of needs, desires and motivations. That is why Concierge does not take a one-size-fits-all approach to asset protection and growth strategies. Insurance decisions should be made within the context of your broader plan and circumstances. In some cases, the need for a particular insurance product is obvious. In other cases, what seems obvious may actually be inefficient when viewed in the context of your overall plan.
Don’t get sold. Make sound decision based on your particular needs.
Providing Clarity
The following are some examples of what our clients ask for help with:
– How best to plan for my family’s welfare should I die prematurely.
– How to replace my income should I become disabled.
– Plan for Long Term Care needs (for themselves or for parents).
– Review my property and liability coverage program to see if I am adequately covered.
– How to protect assets from tax liabilities.
– What is the best way to save for college?
– Help me to understand the difference between all of the available types of life insurance.
– Should I be considering an annuity?
– What strategies exist to ensure I can reach my retirement objectives?
– What attorney should I work with to review or draft a will?
Strategic Resources
To provide truly Concierge level service, we partner with the best professional service firms who have demonstrated a depth and breadth of expertise and a level of service and professionalism that is consistent with our own standards. We will remain with you, as necessary, in order to ensure consistent communication and execution of designed strategies.
Resources include:
– Property and Casualty Agents and Carriers
– Financial Planners / Investment Advisors
– Legal
– Accounting
– Mortgage Specialists
– Banking
– Trust Companies