Expertise
- Life and health insurance
- Property and Casualty Insuranc
- Commercial Insurance
- Private Client Insurance
- Tax Mitigation
- Liability Insurance
- High Networth Insurance
- High net worth individuals
- Estate planning
- Risk Management
- Employee Benefits
- Wealth Preservation and Growth
Summary
Hotaling Insurance Services is a nationally licensed and fully independent risk management firm that specializes in working with high net-worth business owners, individuals, athletes, and entertainers. Through the combined 40 years of experience of our partners, our firm has been offering innovative and unique solutions to help our clients achieve their financial goals. With our all-encompassing approach, we conduct a comprehensive analysis on current plans in place while focusing on potential cost savings though tax mitigation, cost containment, and wealth protection. In addition, we have a robust practice providing Employee Benefits and Property & Casualty insurances to help business owners navigate the ever-changing marketplace.
Experience
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Hotaling Insurance Services
Insurance Specialist
- Current
