It’s not enough to grow your assets, you also need to protect what you’ve built. Ross helps identify and implement relevant insurance policies to protect your assets, your business and your family.

To do so, Ross conducts a thorough analysis of your current risks in order to develop an insurance planning strategy to help you address them. He helps you evaluate employer-sponsored benefits such as medical and disability insurance to determine what options are better suited for your needs. He also recommends supplemental insurance, such as umbrella coverage, if such a policy is in your best interests.

Ross will help you select the most relevant insurance policies related to:

• Health
• Health Savings Accounts
• Dental
• Vision
• Critical Illness
• Life
• Disability
• Umbrella