Trust
Since 1967 we’ve been putting the needs of our clients first. It’s not just our motto, it’s how we do business.
Get a QuoteIt's Not Just a Policy. It's Personal.
Let’s be honest. Most people see insurance as a necessary evil and not the least bit interesting. We’re a little weird because we find the ever changing world of insurance not only fascinating, but believe it’s a means by which we can really help people. We excel at crafting individual plans that serve your best interest. No two clients have the same concerns and no two clients should have the same, cookie-cutter solution.
Click Here to Read Our Reviews
Auto Insurance
It gets you from point A to point B, but how protected is your automobile? Auto insurance can include property, liability, and medical coverage, depending on your needs and the state in which you reside. With a well designed policy, you can feel safer on the road, knowing you and your vehicle are protected.
Learn More
Life Insurance
Life insurance helps you protect your family and their future in the event of unforeseen death. Depending on the coverage, certain life insurance policies can provide a family financial security, a retirement income stream, and/or cash value you can use when you need it. Whichever coverage you choose, you can feel more confident knowing you’re prepared for unexpected life events.
Learn More
Homeowners Insurance
Buying a home is an exciting milestone in life, which is why most homeowners want to make sure that they protect their investment. Homeowners insurance usually includes both damage to property and liability for damage that policyholders may cause to others. Policies can be tailored to your specific needs.
Learn MoreDownload Our Free Fire Safety Guide
Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free ebook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps To Keep Your Family Safe from Fire.”
Helpful Content
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Best of Both Worlds
Here are a few reasons we’ve chosen to be independent.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
View all articles 
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Forecast
Life is as unpredictable as the weather. We’d love to help you prepare.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Snapshots
Your life is marked by images. Prepare for the unexpected, so you can keep those pictures going.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.