Citrus Insurance Group

Comprehensive Coverage. Coordinated Strategy. One Trusted Partner.

At Citrus Group Insurance, we deliver more than policies—we deliver peace of mind. As an integrated insurance brokerage backed by a full-service financial advisory firm, we offer a complete suite of insurance solutions tailored to protect your business, your people, your lifestyle, and your legacy.

Business Insurance

Protecting the Enterprise You’ve Built

From startups to multinational corporations, we help businesses manage risk, ensure continuity, and meet industry-specific compliance requirements. Our advisors work closely with your legal, financial, and operational teams to design coverage that supports your growth and resilience.

Our Business Insurance

Solutions Include:

Aviation Insurance
Business Owner Policies (BOP)
Commercial Property & Casualty
Business Operations & Interruption Coverage
Mergers & Acquisitions Risk Transfer
Crime & Fidelity Insurance
Cyber Liability
Directors & Officers (D&O) Liability
Environmental Liability
Employment Practices Liability (EPL)
Errors & Omissions (E&O) / Professional Liability
Fiduciary Liability
General Liability
Kidnap & Ransom Insurance
Marine & Inland Marine
Medical Malpractice
Surety Bonds
Trade Credit Insurance
Workers’ Compensation

Employee Benefits

Attract, Retain, and Protect Your Workforce

Your people are your greatest asset. We help you design and manage benefits programs that are competitive, compliant, and cost-effective—whether you’re a small business or a global enterprise.

Our Employee Benefits Services Include:

Small & Mid-Sized Business (SMB) Benefits
Strategic Benefit Planning
Benefit Analytics & Benchmarking
Compliance & Regulatory Support
Employee Health Plans
Employee Retirement Plans
Global Benefits Coordination
Healthcare Management Solutions
Workplace Technologies & Automation
Pharmacy Benefit Management (PBM)
Voluntary Benefits
Fiduciary Liability Coverage

Personal Insurance

Protecting What Matters Most to You

From your home and vehicles to your health and legacy, we provide tailored personal insurance

solutions that evolve with your life. Our advisors ensure your coverage is comprehensive,

cost-effective, and aligned with your broader financial goals.

Our Personal Insurance Offerings Include:

Auto Insurance
Boat & Watercraft Insurance
Classic Car Coverage
Condo & Renters Insurance
Dental & Vision Plans
Earthquake & Flood Insurance
Equine Insurance
Fine Arts & Collectibles Coverage
High Net Worth Homeowners
Health Insurance
Jewelry Insurance
Life Insurance (Term, Whole, Universal)
Medicare Advantage, Supplement & Part D
Personal Liability & Umbrella Coverage
Travel Insurance

Private Client Services

Discreet, Sophisticated Protection for Exceptional Lives

Our Private Client division serves high-net-worth individuals, families, and family offices with bespoke risk management strategies. We coordinate closely with your wealth advisors, estate planners, and legal teams to ensure your assets, lifestyle, and legacy are protected at the highest level.

Private Client Insurance Services Include:

Aviation Services & Private Aircraft Coverage
Family Office Risk Management
High Net Worth Individual & Family Coverage
Coordination with Wealth Advisors & Estate Planners

What Our Clients Are Saying

"Citrus Group made insurance simple. I used to juggle multiple agents for my family and business, plus my financial advisor, tax preparer, and accountant. Now, all of my professionals are under one roof, one phone to handle everything. With all of these working together we have saved at least 25k in the past year." - Michael S., Business Owner, San Antonio, TX

"They helped us build a benefits package that our employees actually love. From health plans to retirement options, Citrus Group guided us every step of the way—and even helped update us and stay compliant with all of the new regulations.” - Tanya L., HR Director, Irvine, CA

"As a family that is considered to have a high net worth, we need more than basic coverage. Citrus Group’s private client team worked with their estate planner, wealth advisor, and insurance agent to create a custom risk management plan that protects our assets and lifestyle." - Derek & Elise D., Private Clients, Dallas, TX

"Their integrated approach is a game-changer. I never realized how much my insurance, taxes, and retirement planning were connected until I started working with Citrus Group. Now everything works together—and I feel more confident about the future." - David S., Retired Executive, Miami, FL

Why Choose Citrus Group Insurance?

At Citrus Group, we’re more than an insurance brokerage, we’re part of a fully integrated professional services firm. That means your insurance strategy is developed in coordination with your:

Accounting and financial reporting
Tax preparation and proactive tax planning
Investment and retirement strategies
Business consulting and succession planning

This holistic approach ensures that your coverage is not only comprehensive but also cost- effective, tax-efficient, and aligned with your long-term financial and operational goals.

Integrated Expertise

Our insurance advisors collaborate with in-house CPAs, financial planners, and consultants

to ensure your risk management strategy supports your entire financial picture.

One Point of Contact

Simplify your experience with a single, trusted advisor who understands

your full risk profile and coordinates across all service lines.

Tailored Solutions

Every policy is customized to your needs—no templates, no guesswork. We

work with top-rated carriers to deliver the right coverage at the right price.

Proactive Risk Management

We help you anticipate and mitigate risks before they become claims,

ensuring your protection evolves with your business and lifestyle.

📞 Contact Us Today

📧 Email: [email protected]

📱 Phone: 1 (888) 530-1930

🌐 CitrusGroupGlobal.com

📅 Schedule a Free Consultation — Let’s talk about your goals and how we can help you reach them.

A small business owner worked with a CPA, a separate financial advisor, and an insurance broker.

Tax strategies weren’t aligned with investment decisions, and the business lacked proper succession planning.

Conclusion: The Future

of Financial Services Is Integrated

In a world where financial decisions are more interconnected than ever, the traditional model of fragmented advice is no longer enough. A CPA firm that surrounds clients with a cohesive, expert team offers a smarter, more strategic path forward.

Citrus Group is a full-service CPA firm offering accounting, audit, tax, financial planning, insurance, and advisory services. We help individuals and businesses simplify complexity, reduce risk, and build lasting success.

📞 (888) 530-1930
🌐 www.citrusgroupglobal.us
✉️ [email protected]

📅 https://citrusgroupglobal.us/letstalk

Get In Touch With Citrus Group

See how we can help your business thrive

Get Started

Schedule an Appointment

Call an Expert

Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.

US Corporate

Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232

Office – (888) 530-1930

[email protected]

Citrus Audit Group

Address – Cheyenne, 1063 Capitol Avenue Suite 413, Cheyenne, WY 82001

Tel – (888) 530-1930

[email protected]