David Burrows

Insurance

Review

You are cordially invited to receive a complimentary insurance review.  The purpose of the review is to protect  your net worth.  Your net worth is what liability insurance protects.  Liability limits should meet or exceed your net worth.  The basic idea is if you are held liable for a covered loss insurance will pay for the loss rather than your net worth being liquidated to cover the loss.  That's a good idea.  

Last Will

And Testament 

If you don't have a will write one now.  A simple form from our office will help start the process.

If you don't have a financial plan you need one.  We can help you develop a road map from where your net worth and cash flow are to where you want them to be: financially secure.  We add value to this conversation.  You are invited to have a discrete conversation with us that will serve to empower you to become more financially secure.  

Financial

Plan