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Insurance

15 / 10 / 2019 by Angela Freyman in Insurance

Property Insurance – Our Family Story

HOME IS WHERE THE HEART IS – One prefers one’s home to all other places. Home is where one is most emotionally attached. Although the proverb has probably been in use since time immemorial, it has been attributed to Pliny the Elder (A.D. 23-79).

 

This tax blog specifically deals with our views on the topic of property insurance.

We typically won’t extend recommendations via our blogs unless we have used the services ourselves and can fully stand behind the company 100%.

Before we dive in, we wanted to extend a heartfelt thank you to one very special local business, Brightway Insurance brokerage of Julington Creek, owned and operated by Mr. Dave Lego.

Dave is an amazing friend, colleague, and mentor. His roots in the insurance industry run deep.

If you are in the market for a new insurance policy or are simply needing a review of your existing one, why not give Dave a quick call at (904) 217-7624, you will be happy you did!

One more thank you to a couple of awesome people that made our move happen:

~Jane Evans of Florida Homes Realty & Mortgage LLC – (904) 993-3001

~Josh Downing of Bank of England – (904) 962-3557

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15 / 10 / 2019 by Greg Freyman, CPA in Insurance

Financial Planning – Do I Need Life Insurance?

Benjamin Franklin is believed to have said, “If you fail to plan, you are planning to fail.

This tax blog specifically deals with our views on the topic of life insurance.

As we explored the beautiful island of Bequia (pronounced Bek-Way) post-tax season 2017, Angie and I both found ourselves driving to meet the sunrise one beautiful morning amid our 7-day stay. How romantic, right? In most ways, yes, although we still answer business phone calls and run payroll errands all while tucked away on a fantasy island getaway. The role of being small business owners is something we have now become accustomed to regardless of our geographic location — thank goodness for WiFi. We are perfectly fine with this responsibility and take it quite seriously. When we committed ourselves to our clients’ needs, we knew all that it would entail.

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