You have a trusted dentist, doctor, CPA, and financial adviser…
Our values shape our commitment to you. Every member of our team pledges the following:
1) TO TREAT YOU AS AN INDIVIDUAL
You, like each one of our clients, are unique. We will treat you as such, including in the creation and management of your personal insurance plan. We spend the time to know you, and what’s important to you, so that we can work together to create your best insurance plan.
2) TO BE HONEST AND UNBIASED
You don’t have the time or desire to understand everything about your financial plan and how your insurance plays a role in it. Instead, you rely on specialists to advise you. As part of your team of specialists, we don’t beat around the bush or sugarcoat things. You deserve honest, unbiased advice from professionals you trust.
3) TO BE RESPONSIVE AND ACCOUNTABLE
It’s our job to follow up, not yours. We return all phone calls and emails within one business day (and usually within one hour). We’re here to help manage your insurance plan, not only today but tomorrow.