With over 120 years of combined professional insurance expertise, my associates and I have the experience to serve most members of our community. We would be pleased to provide professional and personal references.
We provide insurance products such as life, disability, long term care, health and travel, as well as annuities. These may be provided on a single need basis or as part of a comprehensive financial plan.
A Basic Financial Planning Primer
You need to ask yourself three basic questions: What happens if I die too soon, live too long or become disabled? These are very practical questions, the answers to which need to be thoughtfully considered. Read More
Long Term Care - The Greatest Retirement Threat
If you are age 50, you must consider applying for long term care insurance. Read More
We work for our clients, providing them with independent advice when it comes to financial planning and insurance. We partner with clients, listening to them and developing a comprehensive plan that meets their needs.