Clients We Serve

At Paulsen Insurance, we serve a variety of clients, but they all have one thing in common–they’re driven and passionate people who have a lot to give back to the world. They also have a lot at stake when it comes to protecting their assets. Many of our clients own large businesses or run highly successful practices, and they need guidance protecting their assets and transferring their legacy to the next generation. We specialize in serving high-level professionals with complex insurance and planning needs, and some of our most common clients are listed below.

  • Business Owners and Entrepreneurs

  • Physicians and Medical Professionals

  • Professional Athletes and Their Trusted Advisors

  • Successful Individuals and Families