Insurance & Financial Services

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 Although we offer many types of insurance, we prefer to focus on the types of insurances our clients need. As an independent insurance firm, we carefully select the most reputable 'A-Rated' companies, which gives us a competitive advantage by offering the best coverage at the lowest cost to our clients. Our primary market are eligible individuals who seek our services for Medicare Supplement Plans, Prescription Drug Plans, and those looking to protect their Retirement Nest Egg. 

We also provide insurance options for those under 65.

We offer comprehensive financial services and solutions for your retirement including:

• 401(k)/IRA Rollovers and Transfers
• Medicare Supplemental Insurance
• Prescription Drug Plans​​​
• Tax Deferred and Immediate Annuities
• A Modern Approach to Financial Planning
• Long-term Care Insurance
• Life Insurance​
• Wealth Preservation
• Guaranteed Income 

Retirement Protection 

We help you find ways to protect and maintain your quality of life throughout your retirement years. 
Our goal is to provide the best possible options for our clients to protect their assets during their life and the lives of their heirs. We focus on lowering costs and risk associated with many variable plans by using creative strategies that protect our clients from market loss and could allow you to take an income you cannot outlive, in most cases without fees!

​We also specialize in assisting with 401(k) and IRA rollovers. Rolling over a 401(k) is a great way to consolidate your retirement accounts in one place while continuing tax-deferred growth potential.
By bringing your old 401(k)s and IRAs together, you can manage your retirement savings more efficiently while also maximizing your gain and protecting your assets. 

 Medicare Supplement Plans

As independent agents, we are able to represent a number of different companies. This gives us the ability to provide our clients the best coverage with an 'A-Rated' Company, while keeping their monthly premiums at a minimum.