Independent Insurance Specialist
Balanced Asset Managementis an independent insurance & financial services agency representing dozens of insurance and investment companies. Our goal is to help you, our client, find the coverage you desire at the lowest possible rates. We do not work for an insurance company; we work for you. We work on your side when you have a loss and follow through to see that you get fair, prompt payment and service. We represent a carefully selected group of financially sound, reputable insurance companies; therefore, we are able to offer you coverage at a competitive price.
The Services You Can Expect
We begin our consultation with a comprehensive questionnaire that provides both objective and subjective data. While it is important to have a complete inventory of your assets so that we may quantify the problems and offer strategies, it is critical to understand your goals and objectives. No single strategy will work for every client.
By organizing your data into a financial model, we are able to analyze the impact of various factors assuming future levels of your wealth and its distribution to your heirs. This information is often surprising and can serve as a "wake-up" call to take action, as well as serving as a benchmark from which adjustments can be made to account for changes.
- A complete analysis of your insurance needs
- We design a responsible protection program for you
- We select the company or companies best suited to your situation
- We present you with a competitively priced proposal
- We move quickly to get fair, prompt settlement of your claims
- We periodically review the adequacy of your insurance program
- We look for ways to save you money