General Info

PFSI specializes in providing Professionals one agency's expertise in Business Insurance, Employee Benefits, Personal Insurance, and Financial Planning. Although many of these areas of risk and benefits could be provided separately, many overlap each other, making it very important that the Professional work with a specialist that could assist in the evaluation of each area of risk. PFSI currently works with over 1500 Colorado Dentists, Physicians, Attorneys, and other Self Employed Professionals. PFSI is licensed and has clients in over 20 states. DIS specializes in providing the Professional a very detailed multi-carrier survey of Individual Disability, Group Disability, Long Term Care and Term Life benefits. From 1988 to 2001, DIS marketed the Disability and Term Life programs for the Colorado and Texas Dental Associations. PFSI took over the management of DIS in 2001. Principle of PFSI, Graduate of CU Boulder BS Finance, Certified Financial Planner Memberships - Professional Independent Insurance Agents of Colorado ( PIIAC ), National Association of Health Underwriters ( NAHU ) ( FRAHU ) Professional Liability and Malpractice - Attorneys, Dentists, Chiropractors, Physicians, etc.