- 9States licensed
- 20+Years in financial services
- 4Planning pillars
- IndependentNot captive to any carrier
Who We Are
An independent brokerage, by design.
- Independent. Not owned by or captive to any insurance company. We compare solutions across leading, highly rated insurance carriers.
- Focused. Protection, income and legacy planning for business owners, property owners, executives, individuals and families.
- Coordinated. We work alongside your CPA, attorney and other advisors, never in competition with them.
- Written. Every recommendation comes in writing, with the trade-offs, before you decide.
- Headquartered in Dallas–Fort Worth. Serving clients in person across DFW and by video in nine states.
Where We’re Licensed
Nine states and growing.
Arizona, California, Georgia, Illinois, Indiana, Ohio, Texas, Virginia and Washington.
AKMEVTNHWAIDMTNDMNILWIMINYRIMAORNVWYSDIAINOHPANJCTCAUTCONEMOKYWVVAMDDEAZNMKSARTNNCSCDCOKLAMSALGAHITXFL
LicensedNot currently licensed
How We Work
The Carlisle Method
Discover
Your goals, your people, your concerns, and how you see the future.
Design
A written recommendation showing the gaps and the options.
Implement
We coordinate carriers, underwriting and your advisors’ documents.
Review
Annually, and whenever your life or business changes.