Welcome Vital Strategies Listeners
Hi, I'm Wallis — thanks for joining my conversation with Patrick Lonergan on the Vital Strategies 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.