Let's Build A Legacy
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Neither Management Consulting nor Insurance is a one-size-fits-all situation. We enjoy helping clients plan and prepare for success. We can create timely management solutions that address organizational challenges responsively. For insurance and financial services projects, we can access many different insurance carriers to get the right products to meet the needs of small businesses and families.

Life has a way of offering us unsolicited "opportunities". Whether in business operations or running the day-to-day household activities, timely and responsive solutions are the key to continually building our desired legacies. We believe that the best place to start is a comprehensive analysis of your current situation from which we'll efficiently guide you to an appropriate solution, which may be multi-faceted.

Everyone has different needs, be they business owners or parents/partners in a family. Depending on the situation within a family or sector of business, some of us also face quickly changing planning or operational needs.
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Bridget has had a passion for people from an early age.
Growing up in a small town didn't limit her goals nor her desire to help people live their best lives.
She brings to both the insurance and management consulting industries a strong work ethic and industrious nature that she inherited from her parents.
She also brings research and communications skills that she developed in previous management analysis and contracting positions over the last 25 years.
Using her innate gifts and skills honed during the first half of her career, Bridget can help all types of organizations, including small businesses, and families ensure that they have the right tools and people on their teams to build their desired legacies.
Permanent, including whole or universal, including those offering cash accumulation and accelerated benefits.
Individual and Group plans available to provide eye exams, frames, single and multi-focal lenses as well as contact lenses, every 12 or 24 months, depending on the plan.
Immediate - clients can fully use the plan right away, sometimes even the same day they join the plan.
Simple & Clear - Primary plan provides full price transparency for your clients, no guessing.
Inclusive - Members can include anyone in their household - even parents, grown children, etc.
Term life insurance is similar to a lease on an apartment; the death benefit would have no cash value and would only be available for the stated "term".
Permanent insurance, such as whole/straight life or universal life, builds cash value and is available for the insured's "whole" life.
Rates for most types of Insurance increase with age due to increased risk associated with aging.
That is why it is important to purchase life insurance at earlier ages.
Some life insurance policies come with graded death benefits which means that if death occurs by natural causes within the first two years, the full death benefit is not paid; many similar policies pay premiums paid plus 10% of the premiums paid.
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