From the outset, your Security Planning personal insurance specialist will focus on determining your risk exposures, analyzing the market conditions and providing a strategy that is custom tailored for your unique situation. We’ll discuss a plan of action with you, and unlike other brokers, we won’t disappear. After your policy is written, we’ll report back annually or even more often, depending on industry developments, which may affect you and your coverage. This way, you’re always abreast of new risk exposures; and other important considerations, such as valuable article schedules, never become stale. In addition, we’ve developed other communications such as our quarterly newsletter to keep you on top of key industry developments.


Put our personal insurance expertise to work for you
You’ll never be without a resource or a partner with Security Planning on your team. Put our personal insurance expertise to work for you. Our staff, average twenty years of insurance experience per person, is capable of handling the most demanding personal insurance needs. To benefit you we have:

• A strong intuitive ability to assess our clients' needs and tailor insurance programs to meet our customer’s needs.
• A dedication to customer service.
• In-house claims service.
• Specialty insurance companies that address coverage concerns for high value, custom built and historic homes.
• Competitive insurance companies for home, auto, valuable articles, personal umbrella, boats, and motorcycles.