We are your trusted partner

We are fully independent which means we are loyal to our clients, not the companies we represent. When you choose to work with us, you can rest assured that we will do all of the heavy lifting.

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About Our Agency

Our mission is to empower our clients with the knowledge to make the best decisions for themselves, their families, and their businesses. We always put our clients first.

We review your complete financial plan

Investment professionals want to sell you investments. Insurance professionals want to sell you insurance. We want to understand your entire financial puzzle, not just one piece.

Trusted Advice

Solid Solutions

Individual Solutions

Life Insurance

Life insurance is the foundation upon which a solid financial future is built. We represent some of the most well-known names in the industry to find the right solutions for you.

Debt Elimination

Do you have over $7,000 in unsecured debt? Credit cards? Medical bills? Student loans? Back taxes? You may qualify to work with one of our debt resolutions specialists.

Wealth Accumulation

Whether you just started your first job or are planning to retire after 40 years, we have the tools that can help you accumulate wealth and protect your hard earned savings.

College Planning

College funding is one thing, but college planning involves: skills assessments, college applications, grant and scholarship assistance, and a host of other complex tasks which is why we partner with the Heartland Institute.

Home & Auto

Home and auto insurance provide financial protection against unexpected events like accidents, theft, and natural disasters, ensuring that you can recover and rebuild without facing significant financial hardship.

Dental & Vision

We offer diverse dental and vision coverage to meet your budget and health needs. With online enrollment and rates based on location instead of age, you are sure to find the perfect fit.

Medicare

Medicare is complicated. With an array of Medicare options and significant rate variations, we strive to simplify the process for you, and help you select the best choice.

Disability Insurance

You insure your home and your car—but your income and earning potential are more valuable than any possession. Think of disability income insurance as protection for your paycheck.

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Business Solutions

Group Benefits

Group benefits such as health, retirement, and wellness solutions, help to foster employee satisfaction, loyalty, and productivity while reducing turnover and keeping your business competitive.

Business Insurance

Whether you're seeking general liability, workers compensation, auto, cyber security, or any other line of coverage, we are here to help you protect your business. We can tailor your coverage to make sure you're getting exactly what your business needs.

Taxes & Bookkeeping

We aim to assist businesses in managing financial records, tracking expenses, and following tax rules. With our help, businesses can simplify financial tasks and make smart choices to grow and succeed.

Financial Education

Offer your employees a course taught by a CFEd® certified instructor. Whether your employees need help with retirement, cash flow planning, or debt management, or other important areas of financial education, we can help.