“Making the change from a captive carrier to a truly independent agency a decade ago was truly one of the best decisions that we have made. Being a financial planner for 3 decades that advises clients on growing and protecting their assets every day it is sometimes easy to overlook your own life circumstances. We have been very blessed to work with a team that is highly responsive but also proactive to review our coverages frequently and make trusted recommendations as necessary. We went through a bad 3 year period with multiple property, casualty claims in a short time and I was very concerned about being dropped or becoming uninsurable. Shelley patiently listened to my concerns and provided very sage advice to help us work through the multitude of challenges during that time. I am loyal for as long as she will keep me as a client. I truly am a believer that being properly insured is about way more than cost. If you believe in the Value of advice, support and having a true relationship with an advisor than this is it. Thank you Shelley and SWI”
“Carly with Lakeway Home and Auto Insurance is AWESOME!! She’s a rockstar and will genuinely help you find the plan that’s best for you and your budget, without sacrificing coverage. During this crazy time for insurance, she’s your answer!”
“I am a builder and real estate investor and have multiple real estate transcations every year. I use First American Title on all of my transactions an highly recommend them... they are the best!”