If you are like most of our clients, your life is dedicated to the growth and protection of your business, family and home. As your most important investments, you'll want to protect them in the future through the right mix of life insurance and a balanced investment strategy. Otherwise, your investments may be exposed to a tremendous
amount of risk.
We make it a priority to understand your business or family situation. Our licensed insurance and investment professionals can help you evaluate complex life insurance and property and casualty issues for either yourself or your businesses. As an alternative to switching providers, we will work with your current representatives to help you maximize existing coverage.
While price will certainly be a factor in your decision-making process, we feel both the quality and type of insurance product should be factored in equally, if not more. Let us assist you and find the appropriate coverage at a competitive rate. We are always willing to work with your existing agents and carriers, or to provide competitive solutions from our qualified network of insurance companies.
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Advisory Services offered through Investment Advisors, a division of ProEquities, Inc., a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Skoda Minotti Financial Services is Independent of ProEquities, Inc.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.