Our Mission Statement

As an independent insurance and financial services firm, we are committed to helping our clients create, build and protect wealth in the pursuit of their most important financial goals.  Our only "agenda" is to provide our clients with individually-tailored advice and the most competitive insurance and investment products available in the industry. 

We have no proprietary products to sell, nor sales quotas to meet.  Because we are independently-owned (not employees of a large, national brokerage or insurance company) the only consideration that influences our advice is to do what is in the client's best interest.  We pride ourselves on providing our own, personalized, honest, unbiased advice and attention, one client at a time. 

The best-designed insurance and investment plans are often arranged in conjunction with your trusted legal and accounting advisors.  With your approval, we will coordinate with your attorney and CPA to ensure that your plans are properly designed, communicated and implemented.

Contact us today to get a conversation started.  You will be glad that you did.