Insurance Strategies

Fidel Martinez, CPA, PC has worked with numerous agencies and agents during their professional careers. Close working relationships have been established enabling FMPC to assist in obtaining surety bonding, general liability, workers compensation and professional insurance packages.

Insurance can be a valuable tool for clients and their families, particularly in the area of estate planning. It can provide for both liquidity and the conservation of family assets and be a source of family income/asset replacement and protection. Business owners may also use insurance to fund buy-sell agreements when providing for ownership transition and for "key-person coverage" for top executives.

FMPC can assist in obtaining a variety of insurance products.