INSURANCE AND RISK MANAGEMENT PLANNING

There are many ways to use insurance to protect what is most important to you. The advisors at TBH understand insurance and risk planning, and work with our clients to put structures in place to help shield their assets from the risks that come with wealth. We also help our clients identify financially strong and highly rated providers for their personal and business insurance needs. Working in harmony with our insurance partners, we perform an in-depth review to make sure all of your assets, income, and lives are properly protected.

Give us a call or send us an email today for our thoughts on proper risk management and insurance protection.

David Merrell

David has been delivering Comprehensive Wealth Management solutions to clients for nearly 20 years. In 2008 he founded TBH Global Asset Management, LLC with his wife, Holly, after spending 11 years honing his craft at various public institutions. David is an avid reader of anything Behavioral Finance and works with each client to understand their planning and investment biases.