June 2020 A new client has several existing policies that have not been reviewed or monitored by the selling agent since they were purchased. She is a 70 year old business owner with a key employee policy, a policy that is part of a buy-sell agreement, and multiple...
“It requires a great deal of boldness and a great deal of caution to make a great fortune, and when you have it, it requires ten times as much skill to keep it.” – Ralph Waldo Emerson.
Passively invested, actively managed relationships. This is our approach to investment management, which we feel differs greatly from the rest.
Advisory Services provided by TDC Investment Advisory.
Insurance Services provided by Synergy Risk Management, LTD.