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Dylan Grocer, CFP®
Dylan Grocer, CFP®
The Bulfinch Group Financial Planner | Managing Associate
https://www.linkedin.com/in/dylangrocer/

CERTIFIED FINANCIAL PLANNER™ | Empowering Professionals for Financial Success 

I am a Financial Advisor and Managing Associate, I head up our Pre-Career Training Program (internship) while contributing to business development and marketing initiatives with our new advisors. 

With a wealth of experience, I am committed to assisting seasoned sales professionals, CPAs, attorneys, engineers, and small business owners in achieving financial success and flexibility.

For sales professionals, let's elevate earnings, manage investment risk, and strategically minimize taxes, crafting a tailored financial roadmap aligned with your ambitions. For professionals such as CPAs, attorneys, and engineers, together, we navigate complex financial landscapes, optimize tax strategies, and build a secure financial future.

Beyond finance, my interests include travel, skiing, golfing, fishing, and sailing. I'm eager to connect with individuals who share these passions, are navigating pivotal life events, and are committed to achieving financial freedom.

Offering comprehensive financial planning services, including investments, retirement, estate transfer, education planning, cash flow optimization, insurance, and risk management. 

Errors and Omissions Insurance

Insurance Read Time: 2 min

Errors and Omissions (E&O) insurance has many names. For some healthcare professionals, it's called malpractice insurance. For lawyers, it may be called professional liability insurance.

Whatever name it goes by, E&O insurance is designed to protect you or your company from potential financial damages that may arise from a client holding you responsible for a service you provided that did not meet an expected or promised outcome. Some E&O policies are designed to protect you from claims of a failure to provide a service. E&O covers risks that your general liability insurance policy probably does not.¹

Most E&O policies cover judgments, settlements, and defense costs associated with any civil suits initiated by a dissatisfied client.

Who Should Consider?

While E&O insurance is commonly associated with professionals such as doctors, lawyers, and financial professionals, anyone in the business of providing a service for a fee should consider obtaining coverage. Whatever your profession, try to imagine your potential liability if the work performed by you or your employees was not properly done.

Most errors and omissions insurance can be structured to meet the specific needs of your business. For example, a wedding planner has a different risk exposure than an accountant, necessitating a different form of coverage.

1. The information in this material is not intended as legal advice. Please consult a legal professional for specific information regarding your individual situation.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Copyright FMG Suite.

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