My Process

We start with a consultation to understand your assets and current insurance structure. This ensures we align on priorities before proceeding.

I review all existing insurance policies across your real estate, vehicles, businesses, and personal assets. This audit identifies gaps, overlaps, and exposures.

Based on the audit, I develop a tailored risk management plan. This strategy ensures your coverage protects your entire wealth portfolio—not just individual assets.

I negotiate with elite insurance carriers to secure optimal coverage terms, ensuring you get premium protection that matches your specific needs.

Life changes, and so do your risks. I provide bi-annual reviews to adjust coverage, ensuring continuous alignment with your evolving portfolio.