
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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Three Ways to Help Simplify Your Finances
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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Food Inflation: What’s Behind It and How to Cope
U.S. food prices were hit hard in 2021. This article includes seven tips to help consumers control their family’s grocery bills.
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Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
Calculators
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Car Affordability
How much can you afford to pay for a car?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Lease Payment
How much would your monthly lease payment be?