Steven Bergee

Wealth managers and financial professionals choose E4 Insurance Services as an independent insurance consulting firm as their lead risk management partner because of our responsiveness, expertise, and objective approach. What this means to you is that we help enhance your client experience without diverting your core focus. We work with you in how you conduct business to help complete the planning you do with clients in a non-conflicted manner. We understand the unique differences between fee-only and fee-based RIAs, registered representatives, and insurance professionals. Our relationship with you starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so that together, we can determine a service model that best aligns with your practice. Complete alignment with you and your clients’ objectives is our only acceptable baseline. At your discretion, we also review existing policies your clients may already own on your behalf. This helps you offer more comprehensive value without being distracted. Our services are designed with the highest level of respect for your role. We communicate every aspect of the solutions we recommend and are fully transparent in our process. As an independent partner, we focus on you and your clients’ best interest, not a particular company’s. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients’ risk management and insurance needs completely and efficiently. Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W. Dry Creek Cir., Ste. 800, Littleton CO 80120, (303) 797-9080.