Date Founded: 1961
We help clients to protect what is most important to them, business and family assets. We help by setting up an asset protection plan, especially for problems they can’t see. When was the last time you had a real comprehensive review with your insurance provider?
Many clients come to us because:
1. They are frustrated they’re not being serviced
2. Not receiving annual reviews
3. Unsure of the coverage they have, or what they should have
4. Bad claim experience
Why are we different? Our six-step planning process. We do this by creating, executing, and monitoring an asset protection plan.
We use the CIGAR Model to help our clients to maximize their protection plan
C=Current state of their protection plan
I=Ideal state for their plan
G=Gap between the current and ideal state
A=Actions required to get to their ideal state
R=Review plan the annually, because as your life and business evolves, so should you protection plan
182 Main Street
Watertown, MA 02472