Financial Life Planning looks at what gives an individual meaning and purpose, what moves, touches and inspires a person, what will make you happy. It is common knowledge that most individuals far underperform 'the market', largely due to poor investor behavior. We advise and coach our clients against such behavior, the goal of which is to realize the
The quality of our people is what separates us from our competitors. We are passionate about building long-term trust based relationships with both our carriers and clients alike. At CRISP we work hard to understand our clients daily operations and risk management needs. CRISP carries a superior selection of personal coverage options for your personal
Founded by Douglas LaFontaine and Frank Budd in 1940, LaFontaine and Budd Inc. was owned and directed by James T. Rick, Sr. from 1963 until 2003. Today, LaFontaine & Budd Inc. is owned and operated by James T. Rick Jr., CIC and Michael A. McCurry Jr., CPCU, CIC and serves the insurance needs of thousands of individuals, families, and business concerns