Prestige Planning

Prestige Planning Boutique private risk management for high-net-worth families who value legacy, adventure, and intentional living.

We design custom insurance solutions for exotic cars, estates, homes, and lifestyle assets—delivered with integrity and white-glove service.

Life changes faster than most people update their insurance. A policy purchased before a second or third child arrived, ...
07/31/2026

Life changes faster than most people update their insurance. A policy purchased before a second or third child arrived, before a home was purchased or before income grew significantly may be based on a financial picture that no longer exists. Are you in need of a review? We are here to assist: (941) 757-3702. Visit our website to learn more about life insurance coverage: https://www.prestigeplanningrm.com/.

Nobody posts about their insurance on social media. Nobody brings it up at dinner parties. Nobody sends a text saying ju...
07/29/2026

Nobody posts about their insurance on social media. Nobody brings it up at dinner parties. Nobody sends a text saying just locked in a great policy. And yet, the families who have it when something goes wrong are in a fundamentally different position than the ones who do not. It is the quiet investment that does its best work when everything else is going wrong. Get covered today: https://www.prestigeplanningrm.com/.

It's the job that comes with no salary, no vacation and no retirement savings plan… Happy National Parents Day! Parentin...
07/26/2026

It's the job that comes with no salary, no vacation and no retirement savings plan… Happy National Parents Day! Parenting is the most important work most people will ever do, and the least recognized. If you are a parent, a great place to start with protecting your family is by securing great insurance coverage. Today is a meaningful day to get started. Give us a call or visit our website to learn more: (941) 757-3702 or https://www.prestigeplanningrm.com/!

If your business serves alcohol, whether it be a bar, restaurant or catering operation, liquor liability coverage belong...
07/22/2026

If your business serves alcohol, whether it be a bar, restaurant or catering operation, liquor liability coverage belongs in your commercial insurance program. The potential liability stemming from an alcohol-related incident involving someone who consumed drinks at your establishment is significant and specifically excluded from most general liability policies! Need coverage? Call us today: (941) 757-3702. Visit our website to learn more: https://www.prestigeplanningrm.com/.

It's peak road trip season and many travelers end up in a rental car at some point during their summer travels. Whether ...
07/20/2026

It's peak road trip season and many travelers end up in a rental car at some point during their summer travels. Whether your personal auto policy extends to rental vehicles, and to what extent, is something worth knowing before your next trip! Call us and we can tell you exactly what's included in your policy: (941) 757-3702. Learn more about coverage on our website: https://www.prestigeplanningrm.com/.

We can't build the right coverage for someone we don't know. Your profession, family situation, assets, goals, and conce...
07/16/2026

We can't build the right coverage for someone we don't know. Your profession, family situation, assets, goals, and concerns are what help us find you a policy that fits. Get to Know Your Customers Day is a good reminder that the best client relationships are built on more than a transaction. Call us today so we can learn more about you and see what options are available: (941) 757-3702!

For many older adults, life insurance is not about income replacement, it's about legacy. Covering final expenses so chi...
07/15/2026

For many older adults, life insurance is not about income replacement, it's about legacy. Covering final expenses so children are not burdened. Leaving something meaningful for grandchildren. Making a gift to a charity or institution that mattered to them. The motivations for life insurance change across a lifetime, but the ability to express care for the people you love through it never goes away. Learn more on our website: https://www.prestigeplanningrm.com/.

Somewhere along the way, human beings figured out that bad things happen randomly and unpredictably, that they are expen...
07/14/2026

Somewhere along the way, human beings figured out that bad things happen randomly and unpredictably, that they are expensive, and that spreading the risk across a large group makes everyone more financially resilient. That is the entire premise of insurance, developed over centuries of hard experience! Learn about coverage on our website, https://www.prestigeplanningrm.com/, or call us to get started with a quote: (941) 757-3702.

There is no question: If you have a family that depends on you, life insurance is a must. There are plenty of options to...
03/30/2026

There is no question: If you have a family that depends on you, life insurance is a must. There are plenty of options to fit your needs and budget. Call us or visit our website for a free quote!

A fire extinguisher in your home is only as good as your knowledge on how to properly use and maintain it. Do you know h...
03/27/2026

A fire extinguisher in your home is only as good as your knowledge on how to properly use and maintain it. Do you know how to use yours in the case of an emergency? Just remember PASS: Pull the pin. Aim low at the base of the fire. Squeeze the level slowly. Sweep the nozzle from side to side!

Address

6901 Professional Parkway East, Suite 200
Sarasota, FL
34240

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

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