Our Services

At Mockingbird Financial, our insurance solutions are tailored specifically for high net worth individuals and families. We have experience working with clients with:

  • Multi-million dollar investment portfolios

  • Luxury homes and properties

  • Exotic vehicles such as yachts, planes, antique cars

  • Complex estate plans

  • Family owned businesses

  • Executive compensation packages

Insurance

Investments

Business Services

Securing Prosperity with Peace of Mind. Finance with Finesse, Service with Style