The objective of Lawyers, CPAs, Wealth Advisors and other trusted advisors is to grow, maintain, and service the wealth of their clients. We at Deland, Gibson have found that many of our clients are able to achieve those goals even through the recent meager economic times of the Great Recession. However, the likelihood of problems and exposures arising substantially increases when their insurance adviser is not at the same table managing their Total Cost of Risk, thus protecting wealth.
