A few months ago, a client asked me to chat with their 20-something nephew about financial planning. He understood that he did not truly understand the complex financial situation that young people face today. In some ways, it’s no different…Read more
Whether you need coverage for your small business, your employees or your family (or all of the above), we can help.
We’ll learn about your needs so we can make recommendations that fit with you, your goals, and the guiding principles of your business. Because we’re powered by a CLU, we are experienced, educated, and certified to deliver insurance and benefits for businesses, employees, families, and individuals. That means you can get everything you need from one highly qualified individual.
Learn about the unique bpe Integration Process we use to help you get the integrated business, personal and employee insurance plan you need. Even if you only need one or two of the three types of insurance, we can help you save time, save money and avoid the kinds of problems that give people headaches (or worse!) down the line.
We encourage you to check out our website to learn more. Try our free self-assessment to find out if we may be a good fit for each other. And if you think our services could be helpful to you, give me a call at (905) 477-8029. It may be the most interesting conversation about insurance you’ve ever had!