For nearly two decades, we have been providing businesses and affluent individuals with creative financial and insurance solutions that are in alignment with their unique goals and risk tolerances. Our firm is advice-focused rather than product focused, and our goal is to educate our clients. Like a good coach, we help consult and evaluate the full field of options available to each family or business.
Our holistic approach begins with the initial pre-screening of your health and wealth, and continues all the way through the implementation of decisions. During this process of “due care,” we will work with you and your other advisors to evaluate the entire market of options available, and then match up your individual objectives with the best strategies. The end result is peace of mind in knowing that you have an understandable action plan to help you achieve your wealth preservation, tax minimization, and other estate and legacy objectives.
Some of our unique skills that set us apart include the following:
Knowledge of Products
Many solutions require products from insurance carriers, therefore keeping up with the latest creative ideas is an integral piece of due diligence for our clients. Many people think shopping for insurance is about finding the cheapest rates, and while rates are extremely important, understanding the insurance markets and carriers is even more critical. It is the health and personal financial conditions of each client that guide us to determining the appropriate and most efficient carrier for his or her specific situation.
Aggressive Advocate
At Metz Insurance & Financial, we have direct relationships with carriers which allows us to advocate on behalf of our clients for the best risk classification and pricing. We have earned a reputation that we’re quite proud of for getting the best possible rate approved.
Superior Communication and Service
We are a relationship-focused firm that takes the time to really get to know our clients and learn what’s important to them. We listen to each client's unique situation, his or her perspectives on life, as well as his or her wealth transfer goals to discover every opportunity that could lie ahead. We believe that it’s far better to over-communicate than under-communicate, and our goal is to build long term relationships that exceed each client's service expectations with the highest level of integrity.
