Our Plans

Commercial Insurance
General Liability Insurance Advisory
$350.00

We use general liability insurance advisory work to do two things for your business: clarify your real exposure, and ensure your policy matches it. We start with a structured risk assessment-looking at operations, contracts, customer interactions, and locations-so we understand where slips, property damage, and advertising or reputational claims are most likely to surface.

Commercial Property Insurance Consulting
$400.00

Our commercial property insurance consulting is built to protect the assets your business depends on-facilities, equipment, inventory, and income. We begin with a practical property risk review, walking through what you own, where it sits, and how it is used, including any leased spaces or off-site storage.

Workers’ Compensation Solutions
$375.00

We approach workers' compensation not as a static requirement, but as a controllable cost and compliance risk. Our workers' compensation consulting starts with a review of your current policy, classifications, payroll reporting, and loss history to pinpoint where premiums and claims are being driven.

Professional Liability Insurance Guidance
$350.00

Our professional liability insurance guidance is designed for firms whose reputation and advice sit at the center of their business. We start by mapping your actual services, client profile, and contract language to the specific errors and omissions exposures you face.

Commercial Auto Insurance Consulting
$325.00

Our commercial auto insurance consulting helps you control one of the most visible and volatile risks in your organization-your vehicles and drivers. We begin with a fleet profile, reviewing vehicle types, usage patterns, driver lists, and accident history.

Insurance Policy Review
$250.00

Our insurance policy review service gives you a clear, executive‑level picture of what is actually protected-and what is not. We gather your current policies across property, liability, auto, and other lines, then analyze them as a single risk portfolio rather than scattered documents.

Personal Insurance Consulting
Home Insurance Advisory
$150.00

Our home insurance advisory service is designed to protect not just your house, but the life you have built inside it. We start with a structured conversation about your property-construction type, upgrades, contents, special collections, and any home‑based business activity.

Auto Insurance Consulting
$120.00

With our auto insurance consulting, we work with you to match your coverage to how you actually drive and what you need to protect. We begin with a simple profile of your vehicles, drivers, commute patterns, and any young or high‑risk drivers in the household.

Life Insurance Planning
$180.00

Our life insurance planning process is focused on one outcome: ensuring your family is financially secure if something happens to you. We start with a needs assessment that considers income replacement, debts, education goals, and long‑term plans such as retirement or business succession.

Health Insurance Guidance
$140.00

Our health insurance guidance helps you navigate a complex landscape with clarity and confidence. We begin by understanding your medical needs, preferred providers, prescription usage, and financial priorities-monthly budget versus out‑of‑pocket risk.

Renters Insurance Consulting
$100.00

Renters insurance consulting from our team is about protecting your belongings, your savings, and your peace of mind-without overspending. We start by estimating the value of your personal property, from furniture and electronics to clothing and specialty items.

Umbrella Insurance Solutions
$130.00

Our umbrella insurance advisory service is designed for individuals and families whose assets, income, or public profile create higher liability exposure. We begin by reviewing your existing home, auto, and other liability policies, along with your net worth, future earning potential, and lifestyle risks.

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