We are 100% focused on each individual client’s needs. Period.
We do not do cookie cutter strategies and we do not “put you in the program” as so many of our clients have said they felt with others. The only requirement we have is that you embrace our MIP Approach© to planning.
You see, the complexity of the financial and insurance landscape has created so much noise with everyone talking about every conceivable level of minutia with regard to products, features, and rates, rules, endorsements…and on and on…it can be extremely difficult to sort out which product or service will be the most suitable for you.
That is the reason why we developed the MIP Approach©. The MIP stands for “Money In Pocket.” When you stand back and simply ask which product or service is designed to put the most money in your pocket now and in the future, you gain a profound ability to shut out the clutter of marketing, and focus on what matters most.
When we analyze your situation and make recommendations, you can rest assured we have applied the MIP Approach© to everything you see…and we will show you how. While we developed and own the MIP Approach©, you can feel free to apply those techniques to all the other aspects of your life.
You will be amazed at how nice it feels to not be surrounded by noise and clutter!
We do not do cookie cutter strategies and we do not “put you in the program” as so many of our clients have said they felt with others. The only requirement we have is that you embrace our MIP Approach© to planning.
You see, the complexity of the financial and insurance landscape has created so much noise with everyone talking about every conceivable level of minutia with regard to products, features, and rates, rules, endorsements…and on and on…it can be extremely difficult to sort out which product or service will be the most suitable for you.
That is the reason why we developed the MIP Approach©. The MIP stands for “Money In Pocket.” When you stand back and simply ask which product or service is designed to put the most money in your pocket now and in the future, you gain a profound ability to shut out the clutter of marketing, and focus on what matters most.
When we analyze your situation and make recommendations, you can rest assured we have applied the MIP Approach© to everything you see…and we will show you how. While we developed and own the MIP Approach©, you can feel free to apply those techniques to all the other aspects of your life.
You will be amazed at how nice it feels to not be surrounded by noise and clutter!