Investing in Your Future

From insurance products to wealth planning solutions, we’re here to help you build the future you’ve always imagined and arm you with the tools you need to protect it.

We’re Not Here to Simply Tell You Where to Sign

You’ve invested a lot of time and money into your career. Why shortchange yourself when it comes to protecting and investing in your future? We’re in the business of ensuring the integrity of your financial health by recommending quality insurance products and customizing financial solutions to fit your life—no matter what happens.

Top Services

PROTECT YOUR FUTURE

 Insurance isn’t a “just in case” contract. It is security, peace of mind and truly an investment for your family and business rolled into one. We’ll design a customized plan that grows with you.  

LET’S GET STARTED >

ACCUMULATE WEALTH

 As your career grows, so does your wealth. We'll help you manage it along the way, ensuring you’re taking advantage of your most valuable asset: time. You can count on us to educate you on how to fuel a money-growth lifestyle.

FIND FINANCIAL SUCCESS > 

PLANTING ROOTS

 "We know buying a home is one of the biggest decisions you'll ever make. That’s why we're here to make the process as simple and stress-free as possible, giving you the confidence you need to navigate this life-changing journey with ease."

UNLOCK YOUR DREAM HOME >

what our clients say...

  • Truly a wonderful experience. Kristen was so approachable and easy to talk to about my transition into residency and my finances. She was transparent and so easy to contact at all times. Approaching managing my debt and looking into future investments was an intimidating process but Professionals' insurance made it easy. Would highly recommend talking with and working with them

    Dr. Emily Burbidge

  • I had an excellent experience working with Kristen and PIC, appreciating their outstanding communication and professionalism. I reached out to Kristen for professional disability insurance. Kristen's professionalism and clear explanations during our meeting left me satisfied with the service she offered. She explained how the insurance policy worked, highlighting the differences from my current one. The follow-up correspondence and virtual documentation signing were done efficiently, adding to the overall convenience of the process. I highly recommend this group based on my positive and informative experience with Kristen and PIC.

    Dr. Beraki Abraha

  • I had a fantastic experience with Kristen and PIC! Their entire team was incredibly helpful and made navigating insurance as a medical student easy and stress-free. They were always easy to reach and quick to respond to my inquiries with clear explanations. I highly recommend working with them!

    Dr. Shehzeen Lalani

  • Working with Kristen and her team at PIC has been a seamless experience. As a medical student knowing when/ what type of insurance to purchase can be challenging and overwhelming. However, Kristen was extremely knowledgeable and walked me through the various options that are available. She was always friendly, available, and willing to answer my questions. Not once did I feel pressured to purchase anything. I ultimately decided to purchase insurance through PIC and look forward to continuing working with them in the future.

    Dr. Ashley Wallace

  • Kristen is wonderful to work with! She makes the time to meet with her clients when you have questions (even if it is last minute at 8am on a Saturday morning because that is what fits with your busy residency schedule). She explained everything clearly and helped me make an informed decision. Very glad I went with PIC :)

    Dr. Emma McDermott

  • The service I received from PIC was exactly what I needed as I finished medical school. We all had many questions in the transition to residency and Kristen provided clear and honest answers in an unbiased and effective way. I felt like she truly cared about whether or not we understood our financial options rather than just being interested in getting more clients for her company. Her team is knowledgeable and quick to respond to any and all inquiries. I am happy to have chosen to get disability insurance through PIC!

    Dr. Madalina Maxim

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LET US TEACH YOU

Tap Into Our Expertise

Our commitment isn’t to sell you something – it’s to teach you something. Tackling tough financial decisions doesn’t have to be difficult with the right team behind you. Let us help you stay in the know.