Our Services
Services
Our consulting firm brings value through advice and assistance. We strive to help make things easier and better for you and your family, now and in the future.
Our most popular services are:
1. Disability Claims Assistance and Advocacy- the claims process is usually relatively straightforward. But there are other cases that are a bit more complicated, or where there are multiple insurers, unclear diagnosis or other complicating factors. Those are the cases where having an expert in the field on your side can be invaluable. This allows our clients and their families to focus on the health and wellbeing of their loved one, while we do the heaviest lifting on their behalf.
2. Formal Reviews-
The only consistent thing in life is change. Even the best financial plan, will, trust etc. should be reviewed every so often. Especially if you have a major life event like the birth of a child, a marriage or, in business, if you bring on a new partner or when a partner retires.
We offer several types of reviews, limited or comprehensive along with action items to fix any issues unearthed during the process.
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Business Reviews- most businesses already have significant planning in place. We offer to review those original plans against your current situation and goals for a fee, based on the complexity of the whole project. We can review business planning on a small or larger scale; These reviews can include but aren't limited to- reviewing group benefits, retirement plans, executive benefits, buy-sell agreements, the funding for buy-sell agreements, key-man insurance.
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Longevity Planning Reviews- A basic review of plans and funding you have in place in the event you have extreme longevity in your family. This includes action items and a mediated family meeting if so desired.
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Comprehensive Insurance Review- A comprehensive review of all current insurance from any company and previous advisors. This will include a complete summary of an individual or couples current insurance, with commentary on the strengths and weakness of the insurance individually and in combination with one another. Suggestions to improve the planning will be included and can be resolved in-house if so desired, or taken to any insurance agent you might prefer. The information is yours to do with as you please.
Our InsideTeam
John Rosenheim, LIA,CLU,ChFC, CLTC
John has been a financial advisor since 1974. He has worked with clients from around the world. He is an experienced wealth advisor, longevity planner and an expert in the field of life and disability insurance, and long term care products. In addition to running a Wealth Management and Insurance practice and being a consultant, John is also asked to speak to law firms, accountants and other financial professionals about these very topics, so they can better help their clients.
Gia Veglia Franco, Director of Operations
Gia, a Boston University graduate, has been in the financial industry since 2011 and is a fully trained and licensed insurance professional. Gia's role with clients is to make this experience as pleasant and easy as possible.
