Category: Personal Risk Management

Shirley Gordon
  1. Why it’s time to review your Life Insurance

Winged Keel is a highly specialized partner that G2 engages for advice and client assistance in this important wealth planning area. G2’s Personal Risk Management team provides comprehensive property and liability solutions for risks at every stage of life. In helping our clients anticipate risk changes, it is important to review life insurance plans at key intervals. Given the profound impact of low interest rates on traditional life insurance policies, now is a perfect time.

Steve Dascole
  1. G2 Adds Family Office & Wealth Advisory Practice

G2 continues to expand its Personal Risk Management division by adding a Family Office & Wealth Advisory practice, led by industry expert, Shirley Gordon. Shirley partners primarily with wealth advisors, attorneys, and CPAs on personal risk management.   She delivers in-depth discovery, custom insurance placement,  and exceptional protection programs to successful individuals, families, and family offices.