Your knowledge is critical as clients plan for important junctures in their lives.

At Briele Insurance Advisory, we understand the mechanics and language of accounting and tax. We can serve as resources for one another in determining funding needs and insurance suitability for your clients today and at death. We work with the region’s top financial institutions and understand the complexities of financial underwriting. Our process is contingent on knowing the value of the business or estate, how it is structured, and the executed legal language around death, disability, divorce, dissolution, and departure. Once we have this information, only then can we move forward in determining what’s most appropriate to meet the personal or commercial goals of clients. It is important to know we recommend clients meet with their tax professionals for a formal valuation at least every three to five years.