About Us

Our family-owned brokerage focuses on finding an ideal insurance and investment solution to fit your personal or corporate needs. We strive to deliver service that is over and above your expectations.

If you’re looking for a one-on-one client experience in which you’re presented with every possible financial tool on the market, we can help. We don’t work for any bank or insurance company, so you receive the best options out there.

We offer a wide range of insurance products from multiple insurance companies, including but not limited to: Life Insurance, Critical Illness Insurance, Disability Insurance, and Long-Term Care Insurance.

Wealth management combines both financial planning and specialized financial services. These include personal retail needs analysis, estate planning, legal and tax advice, and investment management services. The goal of wealth management is to sustain and grow your long-term wealth.