Ownership

We are in harmony with our client’s interests. This allows us to be objective.

We are free from conflict because we are privately held and the owners are active practitioners of the business.

A publicly-held organization’s first obligation is to enhance shareholder value.  When that mission conflicts with its clients’ interests, their clients suffer.

While there is profit-motive conflict in a private firm, such conflict is eliminated when, like us, the firm’s shareholders are licensed practitioners. That means the owners have a professional responsibility to put their client’s interests first.

We reinforce this client-first mandate by rejecting all forms of incentive income. A typical broker takes contingency income or other forms of insurance company production incentives.

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