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We are a full service independent insurance brokerage firm. We have access to numerous national and regional carriers for personal and commercial product solutions for our clients. In addition to every day insurance solutions, our expanded markets enable us access to companies that specialize in retirement solutions. With over 15 years of advising our clients on risk management and insurance, we are able to confidently work with a young working professional just starting out, or the established high net worth family or closely held business with numerous needs. We leverage technology to make transitions seamless and our agency and carriers accessible beyond traditional office hours.
We serve as part-time or full-time interim CFOs, or work on a project basis to find solutions during periods of transition or critical need. Clients are typically closely held and/or managed, with our direction received from the CEO, owners, or the Board of Directors. We often work closely with executive managers to identify and resolve key issues and develop financial strategies supporting long term objectives.
At CounselX, we carefully listen to your unique needs and aspirations, showing our dedication to solve your three hard problems: Facilitating Enterprise Client and Law firms: Connecting enterprise clients with specialized legal talent for efficient outsourcing of specific legal tasks. This is me: https://shorturl.at/ctELY Supporting Legal Professionals: Offering a platform for legal experts to find flexible, additional work opportunities that utilize their skills and experience. This is me: https://shorturl.at/eqsAD Empowering Startups: Providing subscription-based legal services to help startups establish strong legal foundations and focus on growth through on-going support. This is me: https://shorturl.at/asKOT
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