Your life's work. It's our business, and we take it very personally.
For some of our clients, this may be family security, estate planning, charitable planning or retirement strategies. For others, it could be business sustainability, Long Term Care or Executive Benefits.
At Thomas Brady & Associates, we have built our business around our passion for creating and protecting the value of our clients' most precious assets: family, their businesses, relationships, lifestyle and their legacy.
Thomas Brady & Associates is an independent insurance firm with three primary areas of focus. We specialize in all areas of (1) estate planning, (2) business planning and (3) insurance review and placement. We do not manage assets, draft documents or do any tax and audit work, but we do collaborate with our client's professionals in these areas to assure that they are implementing the best possible plan for their family or business. We have a team of experts with extensive knowledge in tax, advanced marketing concepts, actuarial, underwriting advocacy and insurance products & placement and work very closely with high net worth families on their estate planning needs.
We do not charge a flat or hourly fee to work with our team. We are paid if and when insurance makes sense and would ask that our potential clients allow us to represent them in placing the insurance, if the need should arise. We are not tied to any one insurance company and have the ability to use our relationships with many different insurance companies to work towards the best possible underwriting offer, company, design and price.
We serve primarily affluent individuals, families and business owners and take great pride in cultivating life long relationships with our clientele. That said, there is no client too big or too small, and our philosophy has always been that if the need is important to you, it is important to us.
Few firms can offer the high level of personal service, depth of expertise and specialized knowledge in the areas of individual, business and estate planning.
With offices in San Francisco and Boston, along with a vast network of strategic partners and resources around the country, Thomas Brady & Associates can provide custom strategies and solutions for all of your wealth preservation needs.