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Our Approach



The focus of our approach is risk management and a client centered collaborative relationship. We take the time to listen to your thoughts and concerns- working with you to develop a customized needs based insurance program.  As an independent agent, we have access to the best products from multiple insurance companies to provide our customers with affordable options.  We try to make the complex world of insurance not so complicated. Our team is highly trained with advanced degrees in business and insurance.  We put that expertise and experience to work for you. 


As a new client, we review your existing insurance program to highlight potential gaps in coverage and suggest alternatives to mitigate potential financial loss.  We provide you with the relevant information and solutions to fit your insurance needs.



As your needs evolve over time, we are always available to discuss your insurance coverage to ensure coverage is as up to date as your lifestyle requires.

We can help you determine whether recent changes in your life might impact your insurance needs and make the proper recommendations.  We rely on our clients to express their coverage concerns and to alert us to any changes in their circumstances.



We know your time is valuable and questions or issues can emerge at any time.  We pride ourselves on being responsive and available to address your inquiries.  Our customer service includes quick response times and after-hours availability by email or text.   

“Your experience in the business and your professional skill and demeanor are especially important in such a complex field.”

Ann Rubin, Esq.,

New Haven, CT 

"Guy and his company know their business and provide exceptional customer service. His integrity is beyond question."

Mac Leask, CPA Consultant

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