Welcome, entrepreneurial insurance agents!  I’m sure you know my handsome husband, the legendary Guy Brickman. He’s been an entrepreneurial insurance agent for 45 years!  In our 20 years together, we’ve forged deep bonds with agents across the country.  You are among my favorite of clients.

If you sometimes think, “nobody understands me” — you’re right. 
But I do. I’ve been helping entrepreneurial insurance agents maximize the rewards of financial investing for decades.

Entrepreneurial insurance agents, we know you well…. your contracts and your challenges.  Your rewards and your restrictions.  Your funds and your foes.

Political and corporate changes will continually occur, often when you least expect them.  None of it will ever be truly “fixed”.  Each month will bring new challenges.

You’ll need smart, cool strategy.  A confident, knowledgable approach.  And a trusted, credentialed Caring Advisor who fully understands your unique business challenges and cares about your financial results.

For entrepreneurial insurance agents across the country, The Caring Advisor has designed and implemented portfolio investment strategies that include within its allocation the investments you already own and smart integration of your deferred comp programs, too.  And when we measure risk, our assessment factors include your real exposure, both now and after retirement.

And speaking of retirement, we’ll help you design an ultimate exit strategy that factors your contract and cash flow considerations.  We offer counsel on many business intangibles that someone “in the entrepreneurial insurance family” would perhaps best understand.

With state-of-the-art technology, dynamic and tactical strategists, and online access in real time… along with a fee schedule that is transparent, integrity-driven, and value-packed… I believe you’re finally going to get the professional investment support you need.

You are working hard, in partnership with a company you’ve always believed in.  You deserve a Caring Advisor who believes in you.