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
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How Income Taxes Work
A quick look at how federal income taxes work.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
