Personalized Insurance Selection

Do you get a mailbox full of new and improved insurance products every week? We do too! The amount of information can be overwhelming. It’s on TV, the internet and in magazines. Our job is to edit the information for you. We review life and health insurance products every day. This allows us to present you with the best plans that fit your specific needs and budget. We don’t try and shoehorn you into a one-size-fits-all plan. We know it will fail. Our access to multiple insurance companies allows us the freedom to select plans with options unique to your lifestyle and habits.


Insurance Reviews

Do you have the key elements in place to give you the peace of mind you want? We will review your entire insurance portfolio to be certain you have the coverage you need.


Customer Service Liaison

What sets us apart is our service. You can buy a medical policy on the internet, but who helps with a claim that isn’t paid? We know the doctors, clinics, and local pharmacies because we use them too. We know what to ask and have additional resources to help answer your questions and solve any problems you may have.


Retirement Transitions

Are you finally ready for the rest and relaxation you’ve worked so long for? We can help you transition from employer benefits to Medicare so smoothly you’ll never know it happened – except that you get a new ID card in the mail!


Longevity Planning

Do you have everything in place if you find yourself needing help? Can your spouse, family or friend contact your carrier on your behalf? We will help you prepare for times of need and uncertainty.