The gap in most financial plans
Investments, tax, estate: covered. Then the liability limits on the auto policy turn out to be a fraction of the client's net worth, and the umbrella hasn't been reviewed since two houses ago. We find and close those gaps, which is planning work your clients credit to you.
Stay in your lane, we'll stay in ours
We are property & casualty only. No investments, no life insurance quotas, no planning fees, nothing that competes with what you do. Your client relationship stays exactly where it is; we simply make the protection side of the balance sheet match the rest.
A review worth putting your name on
Every referral gets a measured review of homes, autos, boats, aircraft, valuables and umbrella, delivered in plain English the client can actually act on. For multi-state households we coordinate it all under one advisor, nationwide, from Charlotte and Tampa.
Also in the partner program: Mortgage lenders · Realtors
Asked by financial advisors, answered.
Will you compete for my client relationship?
No. Tailored Insurance Partners handles property and casualty insurance only: no investments, no financial planning, no life insurance sales. The advisory relationship stays entirely yours.
What does a property & casualty review cover?
Homes, autos, collector cars, boats, aircraft, scheduled valuables and umbrella liability, checked for gaps, outdated limits and coordination problems, then presented as a plain-English fitting.
Why should P&C be part of a financial plan?
Because liability is the fastest way to lose what a plan spent years building. Limits that matched a client's net worth five years ago rarely match it today, and an unreviewed umbrella is one of the most common gaps in otherwise thorough plans.
Let's get you measured.
One short call and we do the rest. Serving clients in every state.