Broker Check

Risk Management and Insurance

Speak to Financial Planners Anthony and Alexander Petsis regarding your Insurance Plan

Anthony and Alexander specialize in assisting individuals and businesses with managing risk and insurance policies. Their philosophy is to get you only the protection that you need at the lowest cost. 

They prefer a Fee-based approach to insurance and are happy to offer fee-only advice regarding risk management and insurance. However, many clients appreciate the time and money saved by the ability to implement their insurance plan with us.

We have our Proven Petsis Process to help you plan:

Our Petsis Process will help you in the following Risk Management and Insurance Areas:

Life Insurance

Our philosophy is to buy only as much as you need, at the lowest possible cost. This means forgoing higher commissions on certain insurance products.

We are happy to do that, because we act in your best interest, not ours.  

Disability Insurance

Disability insurance replaces your family's income if you are unable to work. For many of our clients, that income is their biggest "asset".

We think protecting income makes a lot of sense, so we can help integrate disability insurance into your financial plan.

Long Term Care Insurance

With the rising cost of healthcare, Long Term Care is an important part of an Insurance plan.

Whether you are a good fit for insurance or not, we will create a long term care strategy to address the potential future need.

Health, Property and Casualty Insurance

We do NOT sell these policies, which our clients appreciate, because we offer fee only advice which mitigates conflicts of interest.

Need a referral for a professional who does? Just ask, we stand ready to recommend a quality, local agent.  

Have a Question about Investment and Portfolio Management?

Thank you!