Nelson Financial Group
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At Panorama, we know that a comprehensive risk management and insurance strategy is greater than the sum of its parts. That is why we invest time to understand each area of your business, select tailored products, and deploy a strategy which delivers measurable and impactful results. Our approach is powered by people. Panorama is a collection of entrepreneurs and insurance professionals with decades of experience in property, casualty, health, and retirement strategies for businesses and individuals.

We strive for innovation and improvement, which is constant, and balanced across product development and service execution. The combination of this and our expertise allows Panorama to deliver solutions which cover you from every angle - now, and in the future.
Services
Panorama is a full-service insurance brokerage providing customized property and casualty insurance, health and benefits, and wealth and retirement solutions for businesses and individuals nationwide.
We deliver integrated, tailored, and fully vetted insurance strategies based on your unique needs including your risk tolerance, overall business plans, and long-term investment goals.
Our leadership team has an average of 25 years' experience at top insurance firms and is backed by a high caliber group of successful entrepreneurs and insurance experts.
At Panorama, our goal is to help you navigate complexities by developing an innovative risk management program that provides appropriate coverage, without sacrificing opportunity.
We provide you with the necessary information to choose from customized options, including broad coverage, cost-saving, and self-insurance.
We are committed to safeguarding your company, while providing you with more freedom to pursue your business goals.
Risk management goes far beyond simply purchasing insurance.
We analyze your organization's assets and liability, and work with you to develop individualized programs aligned with your unique risk tolerance and overall business strategy.
When designing a comprehensive employee benefits and health insurance program, we believe that forward-thinking is critical.
That's why we take a multi-year approach to assessing your organizational and workforce needs and use predictive modeling tools to develop projections based on demographics and claims data.
After your plan has been developed, we continue to scan the landscape to determine the impact plan changes would have on your financial profile, employee experience, and administrative responsibilities.
Great companies aspire to elevate their business through an entrepreneurial and innovative mindset, which in turn requires risk-taking.
At Panorama, our mission is to assist clients in responding to fluid markets and growing risks by delivering three core elements: Specialty Counsel, Fierce Advocacy, and a Fiduciary Mentality.
At Panorama we pride ourselves on going beyond for clients and employees alike.
Our career growth opportunities cultivate industry leading professionals - those with drive, passion and a hunger for intellectual challenge.
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