Financial Services
Long-term planning is crucial to the financial success of any business or individual. R&R Insurance can help you achieve your financial goals by asking the tough questions. How can you minimize estate transfer costs and taxes? How diversified are your assets? Will your business remain in the family? Partnering with an R&R advisor can help you find the answers and give your real peace of mind.
Financial Services include:
Our team
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Pat Driscoll
- MBA from Marquette University, BS from Carroll College
- More than 25 years of experience in the insurance industry
- Extensive background on both the insurance carrier and agency operations
- Expert in estate and business planning
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Don Levings
- UW Milwaukee: B.S. in Psychology
- Insurance industry experience since 1981
- Extensive knowledge in Individual Life, Disability and Long-Term Care Insurance including employee benefits
- Current Vice-President of The Bryon Riesch Paralysis Foundation and Whitefish Bay Little League
Last modified on November 12, 2007 at 01:21:49 PM
