Wealth Preservation and Insured Solutions
Risk comes in many forms. Few of us have actually taken the time to understand what and how much of an effect one unforeseen incident can have on a family or a businesses financial future. Risk can be managed by creating a plan to prevent financial damage to a family or business by utilizing a suite of Wealth Preservation strategies including legal and accounting structures; estate planning, asset protection, and life and disability Insurance planning.
The Captain's Insurance Group founded by Gary W. Lavallee, ChFC, is an independent Wealth and Insurance Management firm giving objective advice since 1986. Our services consist of personal planning, money management and the facilitation of insurance products to solve our clients needs.
Our Approach
As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey. By talking with you about your life amid your goals we can anticipate any changes that need to occur in your financial strategy. We organize all of your personal and family financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available any time, day or night.
Look forward to answering all your questions,
Gary W. Lavallee, ChFC
located in Palm Beach County Florida