In today’s competitive climate, being valuable to your clients is not enough.  To really grow and retain, you must become indispensable. 

As a financial professional, retirement planner, CPA, estate planner, or investment adviser you have your clients’ best interest in mind.  One area often overlooked is Property and Casualty insurance.  Accounting for risk is an important part of financial planning. Our Private Client Group is designed to work with individuals often overlooked by high net worth issuers, and inadequately served by mass-market insurers.  Typically these clients are earning $100,000 to $500,000 per year, or have a primary home valued between $250,000 and $750,000.  Plus, property and casualty is all we do. We will not compete with financial professionals or try to get your clients to open a bank account or take out a used car loan.

If you are serving this market, we want to join your team!  I believe we can offer the service, policies, and pricing that your clients are looking for, and help to make you indispensable!

In Greater Cleveland, please email

In Columbus, please email 

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