Helm Financial

At Blue Herring, we specialize in providing expert insurance solutions for high-net-worth individuals, families, and businesses. With a unique approach, we help our clients navigate the complex world of insurance, ensuring they receive the best possible coverage at the most competitive rates.

Our Approach

As a specialty broker, we do not represent a single insurance company. Instead, we partner with multiple carriers to provide our clients with a comprehensive range of insurance options. This allows us to tailor our services to meet the specific needs of each client, rather than forcing them into a one-size-fits-all solution.

Transparency

At Blue Herring, we believe that transparency is key to building trust with our clients. We provide our clients with a clear understanding of the insurance market, allowing them to make informed decisions about their coverage. Our process begins with a thorough analysis of a client's risk profile, which enables us to negotiate the best possible rates with insurance companies.

Why Choose Blue Herring?

• Unbiased Recommendations: As a truly independent broker, we do not have any inherent biases towards specific insurance companies or products. This allows us to provide our clients with objective, tailor-made advice.
• Specialty Expertise: With a focus on high-net-worth individuals and families, we have a deep understanding of the unique insurance needs of this demographic.
• Transparency: We believe that transparency is essential to building trust with our clients. We provide them with a clear understanding of the insurance market and the options available to them.

What Our Clients Say

Don't just take our word for it. Hear from our satisfied clients who have experienced the Blue Herring difference:

• "Blue Herring is very responsive and willing to listen to my desires and goals. It's good to have the sense that someone has my interests in mind, and I'm not just a number. Trust is key and it goes both ways. Well done Blue Herring." - Bob S.
• "Zach has been an invaluable resource in my professional life as throughout numerous pivots and growth moments. Zach in particular has shown up with an impeccable strategic mindset offering a steadfast partner in planning when the seas turned rough. I can't imagine doing business without Blue Herring providing the unseen but critical infrastructure needed to thrive." - Colin Boyd