Welcome FiduciWho Listeners
Hi, I'm Wallis — thanks for joining my conversation with Leonard Raskin on the FiduciWho podcast.
As your success grows, so does the complexity of your financial life. Insurance, when thoughtfully structured, can play a critical role in managing risk, protecting income and loved ones, and enabling tax-efficient growth and flexibility for long-term planning.
At AboveBoard Financial, we bring a high-caliber, analytical approach to help you make confident, well-informed decisions about insurance. Whether your coverage hasn't kept up, you've been pitched something that feels off, or you just want clarity on what makes sense — we're here to help.
How We Help Clients
As an independent brokerage, we work for you, offering expert guidance, personalized service, and access to 30+ top-rated carriers.
- Life, disability, and long-term care coverage
- Wealth protection and tax efficiency with permanent life insurance
- Business protection for owners and key employees in the event of death or disability
- Legacy and estate planning with life insurance
- A second opinion on insurance from elsewhere
Founder & CEO
Occasional tips on insurance as a smart financial tool.
Get quotes for life, disability, or long-term care insurance.
Book a free, 15-min exploratory call to see how we can help.
We are headquartered in NYC but work with clients across the country.
Have questions? Our Founder & CEO, Wallis Tsai, can be reached at:
wallis.tsai@aboveboardfinancial.com
We invite you to schedule a 15-min call to learn more about our smart, ethical approach to insurance.