Policy Review

As part of our philosophy in working with our clients, we focus on risk and providing alternatives to stem losses, protect assets, and increase income. We not only put this practice into play with our property/casualty and employee benefits clients, but also in offering solutions for individual financial planning, wealth management, and incentive benefit plans.

Sinclair Risk & Financial Management’s advisors will conduct a thorough review of each and every one of your business and personal policies, including retirement, compensation plans, Life insurance and annuities, investments, and trusts to evaluate whether your programs are performing and in line with your personal and business goals. We’ll make recommendations that meet your needs and goals today and into the future. Our commitment is to be with you for the long term.

Aligning solutions with your vision.
Sinclair provides a broad array of products with the experience, expertise, and trustworthiness our clients value. Give us a call at 203.265.0996, email us, or return the form on this page to discuss your objectives and for a review of your portfolio.