INSURANCE & RISK MANAGEMENT

Lyell views asset protection as a critical area of focus. Our clients often have achieved a level of financial worth that exceeds their insurance protection. Lyell doesn’t sell insurance nor have any incentives for our clients to purchase more. However, we want to ensure that clients have liability protection sufficient to cover their assets.

We will review your auto and home policies in context of your financial position. If your current insurance is inadequate, we will recommend the appropriate new coverage limit for a liability policy in excess of the auto and home policies.

Lyell can also advise on life insurance as warranted.