Born of a desire to provide client centered, comprehensive risk management services. We assist a variety of professionals, families, and business owners through the various stages of comprehensive risk management decisions.
Through their affiliations with Farmers Insurance, Kraft Lake, New World Life, and other carriers and relationships with Lloyds of London, Burns & Wilcox, RPS, Berkshire, NEXT and many others, we can provide our clients with a variety of options to meet their needs.
Family owned & operated. Acquired an already established 18 year old agency 4 years ago. 20+ years of experience in Financial and Insurance services. Hundreds of loyal returning customers.
When you call, you speak with the owner not an employee who is simply motivated to move to the next sales call because they are pressured to get to the next commissionable sale.
Customers
Seasoned Professionals
Properties Insured
States and more pending
A financial protection tool that safeguards against potential losses due to unexpected events, whether it be income loss, property loss or loss of life.
Three main types of risk management are financial operational and strategic. Additionally, risk can be managed through techniques like avoidance, reduction, transference, and acceptance.
The process of identifying, assessing, and mitigating risks that could lead to financial losses such as liability, property or cyber.
Addresses risks that could impact an organization's long-term goals, strategies, and overall success. It involves identifying and managing risks related to market changes, technological advancements, and competitive landscapes.
Surety bonds, are primarily categorized into two main types: contract bonds and commercial bonds. Contract bonds guarantee the performance of specific contracts, while commercial bonds ensure compliance with various legal requirements. Fidelity bonds, though technically insurance, are also a significant type, protecting businesses from losses due to employee dishonesty.
Insurance Risk Research encompasses a wide array of methods, both quantitative and qualitative to understand and manage potential risks. A risk manager can help you navigate the ins and outs and verify that your coverage meets your needs.
Looking for a place to start and learn directly from a 20 year professional with one-on-one coaching from an owner not an employee? Then give us a call.
Senior Advisor, Agent & Owner
Office Manager & Senior Customer Service Rep.
Senior Agent
We are appointed with 15 different carriers and through various broker relationships have access to well over 20 more. If we still can't find a market for your coverage needs we can still get appointed with even more.
Yes. Whether it be life insurance, personal and/or commercial coverage, we offer a free comprehensive review of your current policies. We will take the time to explain what you have and if there are any coverage gaps or areas that are being neglected. We will also outline the advantages and disadvantages of current coverage vs what is available in the market place.
Absolutely! We have a loyal customer base of families, professionals and business owners who believe in what we do and are willing to take the time to help us grow. Contact us and we'll get you in touch with people who have similar risk exposures and/or who will give us a recommendation.
While our normal operating hours are from 7:30am to 4:00pm Monday through Friday, our office is typically open later. William is available to accomodate busy schedules and will frequently conduct meetings after office hours and on weekends by appointment at your choice of location.
