26 Years of Industry Experience — Est. 2000

26 Years of Industry Expertise.
One Firm, Built for You.

From Property & Casualty Insurance and Employee Benefits to Financial Consulting and Tax Planning & Strategy — one trusted team, one long-term relationship.

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Multi-Discipline Platform
Named Advisor Relationships
Business & Individual Clients
Our Story
26

Years of Industry Experience

“We built Rampart on a simple conviction: that our clients deserve one team that understands every dimension of their financial life — and stays with them through every season of it.”

Most firms specialize in one discipline — and then send you to someone else for the rest. With 26 years of industry experience serving business owners, organizations, and high-net-worth individuals, our founder knows the cost of that fragmented approach: gaps in coverage, conflicting advice, and relationships that reset every time you walk into a new office.

Rampart Planning Solutions was established in 2000 as the answer to that problem. Our principal brings 26 years of industry experience to a firm that now spans eight service disciplines — Property & Casualty Insurance, Employee Benefits, Financial Consulting, Tax Planning & Strategy, Medicare & Social Security Planning, Individual Life Insurance, Business Development, and Business & Financial Life Planning — so your coverage, investments, and tax obligations all work together instead of at cross-purposes.

When you work with Rampart, you have a named advisor who knows your history, understands your goals, and coordinates across every service line on your behalf. Not a call center. Not a new account rep each year. A real relationship, built to last.

8
Service Disciplines
1
Integrated Advisory Team
Our Principles

Why Clients Choose Rampart — and Stay for Decades

I.

Integrated, Not Siloed

Insurance, benefits, financial planning, and tax strategy coordinated together — so every decision reinforces the others.

II.

Named Advisor Continuity

You work with the same expert year after year. No rerouting, no re-explaining. A genuine relationship that compounds over time.

III.

Proactive, Not Reactive

We anticipate changes in your business, your family, and the regulatory landscape — and bring solutions before problems arrive.

IV.

Proven Over Decades

Our track record is measured in long-term client outcomes, not sales volume. 26 years of industry experience speak for themselves.

What We Do

One Firm. Every Dimension of Your Business and Financial Life.

Our eight service disciplines work as one integrated platform — each discipline informs the others, so no opportunity is missed and no risk is overlooked.

01

Property & Casualty Insurance

Commercial and personal lines coverage tailored to your specific risk profile. We analyze exposures others miss — from general liability and commercial auto to specialty and umbrella coverage.

  • — Commercial Lines
  • — Personal Lines
  • — Risk Management Consulting
02

Employee Benefits

Competitive benefits packages that attract and retain top talent — health, dental, vision, life, disability, and voluntary benefits designed around your workforce and budget.

  • — Group Health & Dental
  • — Life & Disability Insurance
  • — Voluntary & Ancillary Benefits
03

Financial Services & Consulting

Investment strategy, retirement planning, and wealth management for business owners and high-net-worth individuals who need comprehensive, conflict-free guidance.

  • — Retirement Planning
  • — Investment Advisory
  • — Wealth Preservation
04

Tax Planning & Strategy

Forward-looking tax strategy that aligns with your insurance and financial plans — reducing your tax burden now while positioning you for long-term efficiency.

  • — Business Tax Strategy
  • — Individual Tax Planning
  • — Estate & Succession Planning
05

Medicare & Social Security Planning

Navigating Medicare enrollment and maximizing Social Security benefits requires careful timing and coordination — we guide you through every decision with clarity.

  • — Medicare Parts A, B, C & D
  • — Supplement & Advantage Plans
  • — Social Security Timing Strategy
06

Individual Life Insurance

Comprehensive life insurance solutions tailored to protect your family, estate, and financial legacy — from term coverage to permanent policies and annuities.

  • — Term & Whole Life
  • — Universal & Variable Life
  • — Annuities & Income Planning
07

Business Development

Strategic consulting to help businesses grow, protect their assets, attract key talent, and build partnerships that drive long-term value and competitive advantage.

  • — Key Person Planning
  • — Business Succession Strategy
  • — Strategic Partnership Development
08

Business & Financial Life Planning

Holistic planning that bridges your business interests and personal financial life — aligning your professional goals with the life you want to build and the legacy you want to leave.

  • — Integrated Life & Business Planning
  • — Executive Compensation Design
  • — Legacy & Estate Coordination
Our Team

Advisors With Depth. Relationships That Last.

Our team brings together decades of specialized experience across every discipline we serve — and a shared commitment to putting clients first.

Senior Insurance Advisor

Property & Casualty Specialist

Deep expertise in commercial risk assessment and coverage architecture for mid-market businesses. Clients trust our P&C team's ability to find exposures others overlook.

Benefits & HR Consultant

Employee Benefits Specialist

Designs competitive, compliant benefits packages that help businesses attract and retain the talent they need to grow — without overspending on coverage that doesn't fit.

Financial & Tax Strategist

Financial & Tax Planning Lead

Integrates investment strategy and tax planning so that every financial decision is optimized across both dimensions — not treated as separate problems with separate solutions.

Medicare & Social Security Specialist

Medicare & Retirement Benefits

Guides clients through Medicare enrollment, plan selection, and Social Security timing — turning one of retirement's most complex decisions into a clear, confident strategy.

Individual Insurance Specialist

Life & Individual Coverage

Structures personal life insurance and individual coverage solutions that protect families, fund estates, and complement every other element of a client's financial plan.

Business Development Strategist

Growth & Partnership Strategy

Helps business owners identify growth opportunities, structure key partnerships, and build the financial and operational infrastructure that sustains long-term competitive advantage.

Our Process

What to Expect When You Work With Us

Our engagement process is designed to uncover the full picture of your situation before we recommend a single solution. Here is how it works.

01

Discovery Conversation

We begin with a comprehensive conversation — your business structure, your personal situation, your existing coverage, and your short- and long-term objectives. No pitch, no pressure. Just listening.

02

Integrated Analysis

Our multi-discipline team reviews your current situation across all relevant areas — identifying gaps in coverage, tax inefficiencies, and financial planning opportunities that a single-discipline firm would miss entirely.

03

Coordinated Recommendations

We present a unified plan — not four separate reports from four separate advisors. Every recommendation accounts for how insurance, benefits, financial, and tax decisions interact with each other.

04

Implementation & Onboarding

We handle the paperwork, coordination, and transitions — so you are not left navigating carriers, custodians, or vendors alone. Your advisor shepherds the entire process from start to finish.

05

Ongoing Review & Partnership

Your needs change. Your plan should too. We conduct regular reviews — proactively, not just at renewal — so your coverage, your investments, and your tax strategy evolve with your life and business.

Client Voices

What Our Clients Say

“

After years of managing separate advisors who never talked to each other, working with Rampart was a revelation. They found gaps in our coverage and tax inefficiencies we didn't know existed.

Business Owner

Manufacturing, 85 Employees

“

Our named advisor knows our business as well as we do. When our situation changes, he reaches out to us — we don't have to track him down. That kind of attention is rare.

CFO, Regional Organization

Non-Profit Sector, 12 Years with Rampart

“

The integrated approach is not a tagline for them — it's how they actually work. My insurance, my retirement plan, and my tax strategy are all coordinated. It has made a real difference.

High-Net-Worth Individual

Private Investor, 8 Years with Rampart

Strategic Partnerships

We work with a carefully selected network of carriers, custodians, and professional partners — chosen for quality of service, not commission structure.

Insurance Carriers
Investment Custodians
Benefits Administrators
CPA & Legal Alliances
Get Started

Ready to Plan with Confidence?

Schedule a no-obligation discovery conversation with a Rampart advisor. Bring your questions — we bring 26 years of industry expertise.

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No obligation. No pressure. Just an honest conversation about your planning needs.