ABOUT US

We’re in the business
of protecting you.

We are a team of dedicated professionals with over 40 years of combined experience advising and serving our clients from small/medium/large corporations to individuals.

Our goal is to ensure your satisfaction by leveraging our experience and service excellence as we grow our relationship with each and every client.

Our clients enjoy the simplification of an Advisory firm taking a holistic view and whole approach of their overall financial life. 

OUR ANALYSIS COVERS:

• Estate Planning
• Protection Planning through Life Insurance, Critical Illness/Health Recovery/Disability Insurance
• Employer Benefit Plans

WHY CHOOSE US

Very simply put…..our edge and advantage is our Service. Our focus is on your needs and servicing you at the highest level to earn your trust and have the privilege of serving you for life.

Some additional reasons to choose us:

• We are independent and free from third party influence. Being Independent, we represent multiple carefully selected, financially sound, reputable insurance companies. This affords us the freedom to select the right carrier or carriers for each client so we can obtain the right coverage at the best value.
• Our strategic alliances and reputable business has allowed us access to specialty products and services to give us a well rounded portfolio of investment and insurance options for individuals and employer groups.
• We offer unbiased, objective advice to help our clients make important decisions.   This independence allows us to focus on your specific needs rather than our own.
• We have a pro-active mindset in regards to client service.  Our clients enjoy meeting on a regular basis to review their financial/insurance/benefits portfolio.  The client relationship means everything to us and our clients know they are not an account number; rather, they are an integral part of our extended family. Our focus is on listening, understanding, and caring about your concerns and then acting to provide assurance and peace of mind to complicated matters.