Who We Are
Structured Insurance Services maintains a team of financial service professionals with extensive experience and expertise across the insurance industry and capital markets.
How We Work
We work with you to create customized strategies that address your personal needs.
What We Offer
Insurance consulting and services for high net worth individuals and families.
Helpful Content
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Debt Stress
There’s a link between debt and stress.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.