
We are also an independent insurance agency. We are associated with a group of top-rated insurance companies, but the insurance companies do not employ us - we work for you.This allows us to locate the best rates and then to place your policies with the insurance company offering the best coverage to meet your unique needs.We hope you find this Website useful, and we look forward to working with you. Look through the site for more information. Also please feel free to e-mail us with any questions.
Our goals are to:
- Provide you with superior advice and customer service
- Conduct business with integrity, diligence, full candor and imagination
- Educate you on the most current solutions and opportunities
Our services include:
- Preparing and implementing comprehensive personal financial plans
- Managing investment portfolios
- Tax planning
- Stock options planning
- Annuities
- Long-Term care
- Other insurance and financial needs.
Do you have the right kind of insurance for you and your family? In less than 15 minutes, you can find out. Simply answer the questions in the Insurance Planner about you and your auto, home, health, life and career to get a personalized assessment of your insurance needs. The planner will give you:
- The types of insurance you need
- Specific suggestions within insurance categories
- Links to tools and articles for more research
- Direct access to online quotes
Newsletters
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Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
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HOT TOPIC: Is the Yield Curve Signaling a Recession?
An inversion of two-year and 10-year Treasury notes has preceded each recession for 50 years. This article looks at the current yield curve and what it might mean for the economy.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.