
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
-
Crisis Averted? Financial Help for Struggling Renters and Landlords
Read about programs that help both landlords and tenants by providing direct housing assistance for eligible renters.
-
Following the Inflation Debate
See how measures economists and Fed policymakers use to monitor inflation fuel the debate over how long 2021’s price increases will last.
-
Did You Know Medicaid May Pay You as a Family Caregiver?
Caregiving can exact physical, emotional, and financial tolls, but in some cases, Medicaid may provide financial relief to family caregivers.
-
HOT TOPIC: Supply-Chain Chaos: Holiday Edition
Explore current economic conditions and retail trends, including sharply higher prices and the potential for sporadic product delays and shortages.
Calculators
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.