Every person and business has financial vulnerabilities; “blind-spots.”

Let us help you identify your unique blind spots and create a tailored plan to keep you and those you care about comfortable both now and in the future.

About us and our process

Many agencies emphasize speed and sales over diligence and sound advice. These agencies have books of business that are often so big they prevent their representatives from properly serving clients. They “write it and ride it” because their focus is on their bottom line as opposed to taking care of the people they serve.

More than insurance agents, we are consultants. Our diverse team of experts has the breadth of experience and knowledge to help each client understand her or his unique financial vulnerabilities. Equally important, we know how to make every step of the process as easy as possible.

What is the process? It is really pretty straight forward.

  • Chemistry Check – Are we a good fit for each other?
  • Risk Analysis – What vulnerabilities do you have?
  • Options – What insurance options do you have?
  • Stewardship – An ongoing process of evaluation; How are we doing and what has changed?

Shoot us a message

Come visit

Lynnwood Office
19401 40th Avenue W,
Suite 440
Lynnwood, WA 98036

Hours
Monday-Friday: 8am-5pm