Our Services

  • Wealth Preservation
  • Tax Reduction
  • Creating Accounts To Help Pay For Long Term Care
  • Goal To Achieve A Reasonable Rate Of Return
  • Upside Potential, Downside Protection
  • Income Planning
  • Passing Of Wealth To Multiple Generations
  • Stretch IRAs/ Multigenerational IRAs
  • Creating Tax Free Accounts Of Money To Give To Family, Church, Charity, etc.
  • Determining Goals And Objectives
  • Creating A Plan To Meet Those Needs
  • Executing The Plan To Help With Goals And Objectives
  • Maintain And Change Plan As Necessary Throughout Client's Life

Our Process


This information is not an offer to sell insurance. Insurance coverage cannot be bound or changed via submission of this online form/application, email, voice mail, or facsimile. No binder, insurance policy, change, addition, and/or deletion to insurance coverage goes into effect unless and until confirmed directly with a licensed agent. Note any proposal of insurance we may present to you will be based upon the valued developed and exposures to loss disclosed to us on this online form/application and/or in communications with us. All coverages are subject to the terms, conditions and exclusions of the actual policy issued. Not all policies or coverages are available in every state. 

Please contact our office at 800-908-8104 to discuss specific coverage details and your insurance needs. In order to protect your privacy, please do not send us your confidential personal information by unprotected email. Instead, discuss that personal information with us by phone or send by fax. 

Statements on this website as to policies and coverages and other content provide general information only and we provide no warranty as to their accuracy. Clients should consult with their licensed agent as to how these coverages pertain to their individual situation. Any hypertext links to other sites or vendors are provided as a convenience only. We have no control over those sites or vendors and cannot, therefore, endorse nor guarantee the accuracy of any information provided by those sites or the services provided by those vendors. 

Information provided on this website does not ecompass all professional advice. If you have legal, tax, or other financial planning questions, you need to contact a qualified professional.

We Independently Represent Our Clients Through Many Different Companies To Provide The Best Plan For Our Clients.