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

Introducing ShieldSelect

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

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.

  • Support for policy and coverage questions or during the claims process.

  • Pro-active annual policy reviews to be sure your insurance protection is sufficient, and you are not paying for insurance coverage that you may not need.

  • Access to a dedicated personal insurance advisor serving as your point person for claims management, or service. 

  • Optional personal inventory data management on our secure server.

  • Maximize your coverage and don’t pay for coverage that you don’t need.

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