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Risk and asset management should be a part of every financial plan. 

Gain peace of mind by knowing you have adequate coverage limits and a dedicated advisor to turn to. Take control of your insurance coverage with ShieldSelect, our proprietary insurance optimization, and risk management service.

We navigate the complex insurance process for you:​​​​​


Proactively analyze the risks for your business or personal insurance needs.


Provide the appropriate levels of coverage and policies, and maximize your coverage.


Review your annual policy to be sure your insurance protection is sufficient, and you are not paying for coverage you may not need.


Access to a dedicated personal insurance advisor serving for questions about your policy/ coverage, claim management, or service. 


Optional personal inventory data management on our secure server.


Create a long-term insurance plan for our clients to be sure your insurance policies grow and change with you.

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