In business since 1975, Robert Israel offers a variety of financial products and services that help his clients coordinate their life insurance, health insurance and long term care insurance needs with their financial goals. He works with his clients to create a diversified portfolio that recognizes their objectives to help create a sound financial plan.
Bob's goal is to establish and maintain a relationship with his clients. After meeting with potential clients, he helps determine which available options best suit his clients' needs. We represent over 25 insurance companies, allowing us to secure competitive rates and opportunities. Coordination with the clients' advisors including their CPAs, attorneys, bankers, trustees and trust officers is essential to our team oriented approach. Our periodic reviews help clients manage their goals and adapt to change over time.