Services

Rest assured, we help you insure your future

Our financial planners understand the critical importance of having the right amount and type of insurance to mitigate personal or business risk. That’s why we work with you to design a plan, using our in-depth knowledge of your total financial picture, to help you balance risk as well as achieve your financial goals in the event of an unexpected occurrence. You’ll receive professional guidance from your trusted advisor, as well as a high-quality, comprehensive analysis of your insurance needs.

Our Approach

We will help you define your needs based upon your age, dependents, financial objective and risk tolerance. We provide a wide choice of insurance products made available through our wholly owned subsidiary, Birchtree Financial Services, Inc., Working with us, you will have access to:

• A complete review of your current insurance programs to determine areas of over-insurance, risk exposure of inappropriate coverage.
• A complete line of products, including traditional, variable life, disability income and long-term care insurance offered at competitive rates.
• Professional guidance from your Wealth Advisor.
• A network of high-quality insurance agents who have met our stringent quality standards for customer service and professionalism. 

The RSM McGladrey Advantage

RSM McGladrey provides one of the industry’s most comprehensive suite of services for managing your personal wealth and business planning needs. We offer an alternative practice structure that allows our clients to take full advantage of the depth of knowledge, talent and experience across our companies.

When considered together, RSM McGladrey and McGladrey & Pullen rank as the fifth largest provider of accounting, tax and business consulting services in the United States, offering you the distinct advantage of working with a premier financial services firm providing the combined experience you seek.

Working with an RSM McGladrey Wealth Advisor you will benefit from:

• Counseling from objective advisors who have your best interests in mind.
• Analysis of protection from contingencies, such as premature death or disability, to help make sure you and your family’s financial goals are met.
• The opportunity to defer income and/or minimize tax expenses.
• Coordination with a team of estate and gift tax professionals to ensure the availability of insurance to provide tax-free income for your beneficiaries, as well as provide the necessary liquidity to pay all death taxes and administrative costs.
• The peace of mind in knowing that you’re receiving your insurance guidance from your trusted advisor.