We are a Consulting Agency
By Properly Training our Partners We Bring Their Clients the Most Success
In an industry that has seen technical competencies, intellectual capital and high-level planning diminish over the last several decades. Pelican offers producers an opportunity to have such competencies, expertise, and integrity at their fingertips. Providing guidance and intellectual skills to producers and other BGA firms nationally, our group brings the top level of support in these areas to our affiliates.
This has resulted time and time again in producers vastly growing their business in a relatively short period of time. As with any boutique shop, Pelican is not looking for just any producer. We want only the best and brightest to continue the outstanding reputation of our firm.
If you are a client, seeking the best and brightest advice, our group has the producers to deliver just that.
The Pelican Advisory Mission
Pelican’s mission is to be a comprehensive resource for insurance and risk management, financial planning and wealth management needs for our partners and their clients. We’re dedicated men and women at the peak of our careers, focused on giving our partners and clients the best strategies for growing and protecting assets across generations and lifetimes.
Find out more with a simple checkin...
We Inspire Our Clients
Individuals needing expertise in areas of insurance and financial planning often have trouble finding such expertise. By attracting the brightest and best representatives in our industry, Pelican offers our clients unparalleled expertise, integrity and planning opportunities.
Who we are
Pelican Advisory Group is an independent marketing group comprised of top level producers, who have banded together under one umbrella. We represent a new way of doing business – a comprehensive distribution channel for insurance and financial service professionals to best serve their clients.
How we’re different
We believe that manufacturers do not and should not control distribution. We believe that our clients are just that – our clients, and not the manufacturer’s clients. Pelican is 100% committed to doing everything we can to help you reach your financial goals.
How we can help
We have a very unique organization. We are a “boutique” financial service firm and can back up what we say. The only way you’ll ever know, though, is to tip your toe in the water. Give us a shot at your business and judge for yourself.
Drop Us A Note!
