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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.
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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.
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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.
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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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Did You Know This Fact About Unattended Cooking?
Do you know unattended cooking is a leading cause of fatal home fires?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What is Loss of Use?
Do you know what Loss of Use is?
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Saving for College
This calculator can help you estimate how much you should be saving for college.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
If a Tree Falls
This handy video helps you stay prepared in case a fallen tree has damaged your house.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.