Providing:

Insurance - Estate Plans - Employee Benefits

Solutions for our clients, By The Numbers, since 1995 – because numbers don’t lie…

Financial Services We Provide:

Personal - Business - Estate

Personal Insurance

Mortgage, Life, Disability, Critical Illness and Long Term Care Insurance solutions.

Business Insurance

Tailored risk management for businesses, such as Key Person and Buy Sell needs.

Employee Benefits

Customized solutions for attracting and retaining your valued employees.

Retirement Planning

Create wealth and enhance your quality of life with a stable investment portfolio.

Estate Planning

Maximize wealth creation, preserve assets, and minimize tax burdens for your heirs.

Tax Solutions

Enhance your financial well-being with personalized tax planning strategies.

Providing Financial Security and Maximizing Wealth

Our tailored strategies empower small to medium-sized businesses and individuals/families aged 45+ to safeguard their retirement, shield assets from unforeseen events, secure income against injury or illness, offer top-tier employee benefit programs and ensure seamless wealth distribution and succession planning.

Through our client education process, meticulous needs analysis, transparent disclosure, and unwavering commitment to personalized service, we’re dedicated to helping you achieve your financial objectives while navigating the dynamic landscape of the insurance and wealth management industry.

Discover Our Process

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Client Testimonials

The Yoga Yajnavalkya is another early text on yoga that provides description of Yoga techniques and its benefits. Two of its Sanskrit palm-leaf manuscripts have been dated, one is from the early 10th-century CE and another more firmly

John Smith
Customer
The Yoga Yajnavalkya is another early text on yoga that provides description of Yoga techniques and its benefits. Two of its Sanskrit palm-leaf manuscripts have been dated, one is from the early 10th-century CE and another more firmly

Jane Doe
Customer
The Yoga Yajnavalkya is another early text on yoga that provides description of Yoga techniques and its benefits. Two of its Sanskrit palm-leaf manuscripts have been dated, one is from the early 10th-century CE and another more firmly

Hana Smith
Customer
The Yoga Yajnavalkya is another early text on yoga that provides description of Yoga techniques and its benefits. Two of its Sanskrit palm-leaf manuscripts have been dated, one is from the early 10th-century CE and another more firmly

Mildred Reed
Customer