We take the time to meet with and understand our clients’ needs and goals. This allows us to identify any gaps in their asset protection plan and make the necessary changes before moving forward. We want to know you, not just your money. 

Our team is fully independent and committed to you. At Pratt Insurance Brokers, we don’t need to “check with corporate” before we put a plan into effect. You are the client, and that means you are the boss.

For over 20 years, we’ve been changing lives, building futures, and protecting assets. Whether your goal is to build new wealth, shield the accounts you already have, or create a legacy that will live on for generations, Pratt Insurance Brokers has the knowledge and experience to help you accomplish your goals. 

We offer living trusts, retirement strategy preparation, health insurance solutions, life insurance solutions, and dedicated asset planning. Our goal? Use whatever methods necessary to create a shield around you and your assets – one that will last for generations to come. 

We don’t want you to think of our services as merely a “just in case” approach to financial management. Our brokers are concerned with developing a real, actionable plan for you, your family, and your money.

Other financial planners try to place their clients into pre-established plans and packages, but our goal is to develop an asset protection plan that fits your specific needs. This commitment to customization is what ultimately allows our clients to thrive.