We are Stonehouse Insurance Services, your local California Business, and Personal Risk Management and Insurance Specialists. We take pride in being the go-to when it comes to helping business owners manage their commercial risk management needs and insurance solutions. Our clients’ long-term security and business success is our ultimate goal and the passion that drives us.
We provide a unique consultative approach. As an independent insurance agency, we are not limited to offering you one insurer’s services & products. Rather we work with and are direct agents for a plethora of the nation’s top insurers, who specialize in many types of businesses.
As an agency, our goal is to help you tailor a coverage plan to meet your personal and individual business needs.
OUR STRATEGIC APPROACH
As your insurance professionals, our first job is to help you protect your current position. Then we work with you to create a roadmap for the achievement and protection of your full vision.
We focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, we begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.
OUR BUSINESS INSURANCE SERVICES
We offer a large array of specific types of insurance products and services tailored to your specific type of business. We walk alongside each owner and help provide the knowledge and tools for them to succeed in protecting what they hold most dear. We provide Insurance Services for:
- Small Business; Commercial Property; Professional Indemnity;
- Business Equipment; Commercial Auto; Risk Evaluation
BUSINESS FINANCIAL STRATEGY SERVICES
We specialize in helping owners of private companies to:
- MAXIMIZE CASH FLOW from their retirement assets by using uncommon strategies that are SAFE & TAX EFFICIENT
- Plan to exit their business & retire SECURELY
- Reward and retain their KEY executives
- Fix their business continuity & BUY-SELL planning
- Long-term tax MITIGATION through integration & efficiency
- Integrate, coordinate, fill gaps in business and life insurance
OUR PERSONAL INSURANCE SERVICES
At Stonehouse Insurance Services, we work with the nation’s top
auto, home, and other personal lines insurance carriers. We provide
Insurance Services for:
- Auto; Homeowners; Landlords; Condo; Boat; Motorcycle and more.
WHY STONEHOUSE INSURANCE SERVICES?
In the world of insurance, having the right company, agency, and agent can make or break a business. At Stonehouse Insurance Services, we don’t believe insurance starts with price, or in just offering you a policy, but we rather believe it first starts in understanding you and your unique business. We have labored for many years, to understand the risks and liability challenges that face business owners in our day. As much as each kind of business is unique in of itself to another, so is each one of their individual risks and coverage needs truly unique. It’s been said of old, “knowledge is power”, we believe it is our job as an agency to help inform our clients of the risks that are specific to their industry, to share all the coverage options available to them, to assist in providing preventative maintenance goals, and to create a coverage plan to best protect their business and assets.
At Stonehouse Insurance Services we also have a personal lines service department offering auto, home, and life/health insurance just to name a few of our personal lines products we offer our clients.