Exemplar Insurance Services and Financial Consulting
Overview
You may have or may need a number of trusted advisors – an attorney, accountant, investment professional, insurance agent and others. Often it is up to you to manage and coordinate the planning and advice given by your advisors to have the overall plan come to fruition. But, as the client, you may not have the various industry experience and knowledge necessary to fulfill the roles and be able to make an unbiased decision.
Our ideal outcome is to build a consensus from Exemplar’s most trusted advisor relationships. All great teams require direction and coordination, and we provide the leadership necessary to achieve the desired result.
Our independent advisor status offers us the unique advantage of offering client-centric advice. You are the client and our recommendations are designed to coordinate the advice from multiple sources and provide you the guidance necessary to promote your personal freedom.
Services
Financial Planning with Flexpertise®
Estate Planning
Business Continuation Planning
Executive Retention and Compensation
Employee Benefits
Publications
2022: The Tax Tornado is Coming
2022: The Tax Tornado Is Coming From a financial/estate planner’s and estate attorneys’ point of view, Happy New Year and glad 2021 is behind us. While 2021 was a great year for consulting revenue, it left everybody paralyzed by the wealth destroying proposed...
Estate Planning: Potential Estate Tax Changes In 2021
Estate Planning: Potential Estate Tax Changes In 2021 Here’s What You Need to Know Estate planning has become a very hot topic lately, but most people think estate planning is for the uber wealthy. However, the estate tax benefits may revert back to lower levels...
How Employers Can Help the Looming Mental Health Crisis Heightened by COVID-19
2020 has been a whirlwind of a year for many Americans. Now more than ever, companies must ensure they are supporting their employees’ mental health and wellbeing, following a major increase in those reporting deterioration of their mental health since the Coronavirus...
Business Health Assessment
Identify blind spots and growth opportunities with our business health assessment
National Footprint
Our Locations
Boston, MA-HQ
10 Post Office Square,
Boston, MA 02109
Phone - 617-542-7400
New York, NY
211 E 43rd St
New York, NY 10017
Phone - 617-542-7400
Los Angeles /
Santa Monica, CA
100 Wilshire Blvd Suite 700
Santa Monica, CA. 90401
Phone - 617-542-7400