While you work with clients to formally secure their wealth and assets by creating a will, setting up a trust, establishing a partnership, preparing a deferred compensation agreement, or drafting a buy-sell agreement, we provide the funding options to take that protection even further.

The first step in our planning process is to ensure all legal documents are updated and executed. Briele Insurance Advisory advocates for clients to meet with their attorneys first before placing Life and Disability insurance. We advise clients to review all legal documents every three to five years to ensure they reflect current circumstances. Any insurance plan must be aligned with legal documentation as we determine the most suitable plan to manage risks, achieve tax efficiencies, and best meet the obligation.