Exemplar Insurance Services and Financial Consulting

A holistic view leads to a comprehensive strategy
ServicesGet A Quote

Overview

At Exemplar, we recognize the benefits of professional collaboration. Our holistic structure combines all the necessary advisors and services working together on a comprehensive strategy designed for you. Whether you have your own most trusted advisors or choose to work with ours, we will support and work together for your benefit. This alliance of services allows us to become your team leader.

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

Learn more about our approach and the resulting analysis and reports available through our team. We can support both the client and or their trusted advisors make educated decisions on their behalf amongst some of the most important aspects of their lives.

 

Publications

National Footprint

Our Locations

Boston, MA-HQ

10 Post Office Square,
Boston, MA 02109

Phone - 617-542-7400

Tampa, FL

100 Ashley Dr S #600
Tampa, FL 33602

Phone - 800-314-0653

Silicon Valley /
San Jose, CA

1046 W Taylor St # 200
San Jose, CA 95126

Phone - 617-542-7400

New York, NY

394 Broadway
New York, NY 10013

Phone - 617-542-7400

Detroit, MI

1420 Washington Blvd
Detroit, MI 48226

Phone - 800-314-0653

Los Angeles /
Santa Monica, CA

100 Wilshire Blvd Suite 700
Santa Monica, CA. 90401

Phone - 617-542-7400

Denver, CO

100 Fillmore St
Denver, CO 80206

Phone - 800-314-0653

How Can We Help?

Get A Free Consultation