Our clients tend to be artists, creatives, family farmers and entrepreneurs. They love our hands-on, available approach that is comprehensive when it comes to their finances and wealth. They love that they can call us anytime and “hang out.” We are very serious about growing and guarding our clients’ wealth, but we have an informal and welcoming approach that can help you feel at home.
We are foodies who love to travel and we still own our organic farm in Oregon called Braeside Farms. Thankfully we have extraordinary people running the day-to-day operations so we can focus on providing boutique financial services to creatives, entrepreneurs, and artists with complex financial needs. Much of our laid-back atmosphere is due to our firm’s inspiration: our Pembroke Welsh Corgi named Monaco.
Services at Pembroke Insurance Advisors
At Pembroke Insurance Advisors, we take a close look at your unique personal situation and create a custom plan to address the growth and protection of your wealth and estate, your retirement income and potential retirement risks. We are comprehensive in our approach, and these are just some of the services we provide as part of your financial and retirement plan.
Risk management involves taking a hard look at all the potential adverse circumstances that could arise and shifting the financial burden over to an insurance company instead of you, your business, or your family. Preparation is the key to continued success in the face of any future possibility and today’s innovative insurance strategies can provide multiple benefits.
In most cases, life insurance can provide a completely tax-free benefit to your family members in the event of your passing if they are named as beneficiaries. Insurance can also be utilized for more complex legacy plans which attorneys can create for your estate if needed. We can partner with your estate attorney or bring one of our partners to the table for you.
In the past, typical long-term care insurance was costly and was money wasted if you ended up never needing care. Today’s hybrid solutions provide LTC funds if needed, or a death benefit to heirs if you don’t. Having a plan for coverage for long-term care is critical in retirement because it is expensive, Medicare doesn’t cover it, and most people are likely to need some form of care.
When stock markets are volatile, having a stream of guaranteed retirement income can make good financial sense. With rising interest rates, adding insurance strategies like annuities or indexed life to your portfolio should be analyzed for potential higher returns than bond funds depending on your situation and goals. You can think of this as diversification within a diversified portfolio.
You’ve worked hard to build your own company so don’t leave your exit plan to chance. Your employees and your family could be devastated by this. Let us help you with key person life insurance, a buy-sell agreement with partners, or other business succession strategies to help ensure an easy transition in any event, and financial means if you choose to retire.
As an entrepreneur, you have more tax-advantaged opportunities to plan for your own retirement and provide benefits to your employees at the same time. Let’s discuss your business structure and the possibilities that exist within that structure to plan for the retirement that you desire for yourself and provide benefits to attract and retain excellent employees.
Pembroke Insurance Advisors
As part of the Pembroke family of financial service providers, Pembroke Insurance Advisors works to help protect all that you have worked so hard for in life. Using the latest product designs, we are independent advisors with access to hundreds of the latest insurance and risk management strategies, some of them patented with limited distribution.
We work primarily with creative entrepreneurs. Our goal is to help ensure that you and your livelihood are protected from potential adverse circumstances, and that you have a plan for both retirement and tax-advantaged wealth transfer in place for your loved ones and your business. Welcome to the Pembroke family, we’re glad you’re here.
Contact Us
Pembroke Insurance Advisors uses cloud-based technology to help our clients communicate with us anytime they want to from anywhere in the U.S. If you are not familiar with how online communication platforms work, never fear. We always help new clients who might not be tech-savvy to navigate the cloud-based world of finance.
Address:
205 N Stephanie St, Ste D Box 268
Henderson, NV 89074
Fax: 503-966-7846
Send Us A Message
We would love to hear from you! Please feel free to open a chat, call us on the phone, schedule an appointment, or send us a message using this form.
