The Pin Is: 797

Client Questionnaire

A Trusted Insurance Broker Operating for More Than 20 Years

At MontRidge Insurance Services in Las Vegas, NV we want to make sure you get the right coverage for your unique situation. Under the leadership of company president Robert Eldridge, we deliver custom solutions according to our client’s needs and goals. You can rely on us for expert assistance on everything from goal setting to wealth planning.

Our Unique Process

As with most things in life, there is no “one size fits all” approach to insurance. At MontRidge Insurance Services, we zero in on your needs and what is important to you. We then craft a strategy that factors in your objectives and requirements.

Our process involves the following steps:

  • 1 Initial Consultation – During your first consultation with us, we will learn about what is important to you and your family. We will also pore over your current financials and ask you these two questions: What is this money for, and what do you want your money to do for you?
  • 2 Institute and Formulate the Plan – After reviewing your financial X-ray, we will make an objective assessment of your current situation. This involves research and analysis of your current portfolio. Our advisory team will then formulate a Capital Preservation Plan based on your goals and objectives.
  • 3 Plan Review – We will educate you on the recommended financial and savings vehicles as well as show you how to implement the strategy. Afterward, we will make any necessary changes.
  • 4 Plan Implementation – When you become a client of our firm, we will review and make changes to the strategy on an ongoing basis. You will not be forgotten.
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