Planning Your Financial Life With
Asset ProtectionLearn More
Join A Team Trusted for Over 30 YearsExperienced Brokers Click Here
Medical MalpracticeLearn More
Group Health InsuranceLearn More
– Insurance Brokers & Consultants –
Start Thinking About the Future With Tailored Insurance Solutions
Even though you can’t touch or see it, insurance is one of your most valuable assets.
It offers protection for you and your business against the unexpected, providing peace of mind.
Protect Yourself, Your Business, and Your Family.
To provide innovative, creative and customized insurance consultation and solutions that are unbiased, mitigate risk for you, your business and your family and help preserve, accumulate and transfer wealth.
Insurance for Businesses
Medical Malpractice/Professional Liability, Commercial Liability, Workers’ Compensation, Employment Practices’ Liability, Cyber Liability, Directors and Officers Liability, General Liability, Umbrella Coverage, Personal Lines (Homeowners/Auto/Umbrella), and more.
Protect your business from exposure to loss. We specialize in insurance placement services to a broad range of industries, including medical malpractice for physician groups of all sizes, surgery centers, small business owners, restaurants, including bars/taverns, contractors, non-profit organizations, municipalities, manufacturers, distributors, to name a few.
Individual & Family Insurance Planning
Nothing in this world is guaranteed, not even that you’ll live to see tomorrow. We’re not trying to scare you, but we do want to emphasize how important life insurance is. If you don’t have insurance, do you know how your family would pay for your funeral and pending debts, or how they’d provide for themselves with food, mortgage, and utilities payments? Even if you know you need life insurance, how do you choose between term life, whole life, and universal life coverage? That’s where our experienced experts can help. We can help you as you evaluate your unique circumstances, create strategies such as reducing your tax burden by using insurances, and select the type and amount of coverage that will most benefit yourself and your family.Read More »
Like estate planning, legacy planning involves strategizing how your wealth and assets will be transferred from you to your loved ones when you die. But legacy planning is more holistic, as it also entails a plan for how your total wealth is managed while you’re alive.
Tax-efficiency is one of the biggest challenges in the creation and execution of wills, trusts, and other means of transferring wealth. We can help you strategize so that your beneficiaries are well provided for.
No matter what insurance or financial service you need from us, we vow to serve you and your interests with integrity and responsiveness. Contact J.M. Patton today, and take the first step toward a more financially secure tomorrow.