NOTE: This blog is part of a series of blogs dedicated to wealthy individuals, families and their wealth advisors to provide tips and strategies for protecting wealth and assets from an insurance perspective. As a financial advisor to wealthy, affluent,…
High-Net-Worth families demand the industry’s top talent and most knowledgeable advisors to help them manage their financial affairs. Simply put, they want the best-of-the-best. That is why you have been chosen among the hundreds of financial advisors in the Charleston,…
With all the new flood insurance changes that have just occurred starting October 1, 2013 I thought it might be a good idea to give out some key contacts that might help you and your clients through a smoother process…
As a wealth advisor to High-Net-Worth (HNW) families, you take a committed and guided approach to managing their financial affairs. In fact, you most likely have become an integral part of their family as you help them strategize and protect…
Security systems come in many forms and fashions and date back many centuries. If you think about it, security systems were around long, long ago. Look at the Great Wall of China or even old European castles where men with…
Your home is one of your most valuable assets. Make sure you have enough dwelling coverage on your homeowners insurance policy to rebuild it to its original state if it’s destroyed by fire or other covered cause of loss. And…
Guest Writer: Sonya deTournillon, Office Manager with Atlantic Surveying, Inc. HOW TO PROTECT YOUR HOME AND SAVE MONEY WITH FEMA COMPLIANT FLOOD VENTS…IT MAY BE A LOT EASIER THAN YOU THINK!… Would you like to understand the FEMA flood vent…
Many homeowners of Mount Pleasant, Isle of Palms, Sullivan’s Island and Charleston often ask about hurricane shutters and how they can help protect their home as well as help save on home insurance premiums. This article will explain just that.…
In an attempt to salvage the National Flood Insurance Program (NFIP) and their roughly $30B deficit, Congress passed Biggert Waters Flood Insurance Reform Act in July of 2012. While the Act is currently in place and changes have already taken…
Charleston parents, listen up! When you are raising a teen who has finally received their driver’s license, you’ve got some important decisions to make about car insurance. If your teen is going to drive, then he or she needs to…