Insurance & Risk Protection

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    Insurance and risk protection services have assumed a more important role, especially of late, for a variety of reasons including increasing life spans and the growing digital world. We help design and implement insurance and risk protection programs to meet our client’s unique needs.

    “Insurance has never been bought, only sold.”

    A Wise Man
    integrated-insurance

    What can we do for you?

    Insurance

    We work with clients to understand the financial risks that are part of everyday life: things like owning a home, owning a business, or riding a bike to work. From this initial audit, we then find cost-effective insurance policies that reduce or eliminate these threats to your wealth.

    Policy Review and Evaluation, Life Insurance Planning, Health Insurance Planning, P&C Insurance Planning, Coverage Recommendations and Placement, Claim Management Support

    Risk Protection

    We help protect clients from the growing threat from having an online presence.

    Cyber Security Support, Identity Theft Protection and Recovery Support, Disaster Recovery Planning

    Our Strategic Approach

    We work with clients to understand the financial risks that are part of everyday life: things like owning a home, owning a business, or riding a bike to work. From this initial audit, we then find cost-effective insurance policies that reduce or eliminate these threats to your wealth. Unlike many insurance providers, we view insurance as just one asset within your broader wealth management strategy.

    As an independent RIA, objective advice is the centerpiece of our process. This means that the insurance advice you receive will never be driven by sales goals, commissions, or “in-house” solutions. We want to find the right policy to protect your assets and lifestyle.

    Additional reading for You

    Throughout the year, Telemus provides timely financial planning resources that can help you make better wealth management decisions. Check back here often to find new informational guides covering critical investment and financial planning topics.

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    Ready to learn more?

    The next step is to have a conversation with our team. This is our chance to learn more about you, and your chance to learn a bit more about us.

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