Bringing Clarity to Complex Planning
Since 1983 we have made it our mission to educate our clients on the intricacies of insurance contracts and how to best use them. As your personal guide and expert advisor, our firm takes the time to demystify the fine print to get to the optimal coverage that lets you focus on living your best life.
AN EDUCATIONAL APPROACH
Client Knowledge Is Power
With over 40 years in the industry and access to 99% of the insurance companies in the United States, we help individuals, business owners, and their professional advisors cut through the noise to understand the use and value of their insurance options.
AREAS OF EXPERTISE
Powerful Tools for Life
Family Protection
Provide for your family no matter what life brings your way with a solid foundation of coverage.
Medical Insurance
Cover yourself completely with full medical coverage in the event of an accident or illness.
Wealth Preservation
Give you and your loved ones the peace of mind that your assets are protected from exorbitant fees and taxes.
Charitable
Planning
Make the most of your planned philanthropy with strategies that optimize your giving.
Business Succession Planning
Make complex transitions easy on colleagues and family with coverage that insulates everyone.
Executive & Retirement Benefits
Prepare now for the next chapter of your life and elevate your golden years.
Disability for Highly
Compensated Individuals
Sustain your income after a life-changing disability.
Long Term Care
Maintain your dignity and your life savings with coverage that provides you with quality care.
Life Insurance Settlements
Be matched with the quality buyers that can purchase the policies you no longer need.