Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further. Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

Retirement Planning

Whether you are devising your personal retirement strategy or choosing a retirement plan to offer your employees, we can help you find the best options for you. Drawing on years of experience in retirement strategy, we will work with you to develop a retirement plan designed to withstand the economic ups and downs that inevitably occur over time.

For individuals and couples, retirement is deeply personal and we take pride in working with our clients on an individual basis to determine a strategy that fits your unique financial situation, risk tolerance, and long-term goals.

Products Offered

Senior Products

Our Team has over a 100 years of insurance experience helping clients with each member specializing in different areas; Ask us about:

  • Final Expense
  • Medicare Supplements
  • Funeral Expense Trust
  • Home Healthcare
  • Short & Long-Term Care

We utilize multiple insurance companies so we can get competitive rates for you and your loved ones.

Property Coverage

Many financial experts will tell you some unforeseen events and a lack of “the right kind” of insurance can spell disaster quickly. Call us today, we’ll analyze your insurance needs get you covered and at the right price.

  • Home
  • Auto
  • Condo
  • Renters
  • Flood

Personal Protections

For many of us, surviving an illness can bring serious financial and emotional hardships. Our insurance products can help protect assets and provide peace of mind.