insurance – David Mersereau

It’s time for a financial health checkup

September 27, 2022

Trainers help improve your physical health – financial professionals improve your financial health. Let’s do a financial health check to make sure you are not missing a growth opportunity. How to check on your financial health Creating or reviewing your estate plan Taking a look at your budget Evaluating your insurance needs Correcting course on your retirement plan(s) Why a financial health check is important. Just like we check in with our health professionals, wellness coaches and mentors on a…

Are You Protecting Your Most Overlooked Assets?

As we continue to navigate these unprecedented times as a nation, as communities, as families, and as business owners, we are learning the sacrifices and toll that this all can have on business owners across all industries and geographical locations. Every business is facing their own unique challenges as they figure out how best to protect their people, their customers, and the public while providing the same level of professionalism and maintaining the reputation that they have worked so hard…