Why Choose Us?



 Strength of character, integrity, professionalism, reliability, solutions, quality, value and excellence!

Doing the right thing for the right reasons, with diligence, candor and imagination, are the hallmark of how we conduct business with all our clients, colleagues and the public. 

Our firm is built on a solid foundation of developing personalized and long-term relationships by providing excellent service.

We have access to all annuity and life insurance companies, health insurance carriers and group benefit providers, which enables us to offer a broad selection of products and services for any needs as well as all budgets.

Yet we only agree to represent and recommend providers who are recognized for their financial strength, superior ratings and who offer the highest quality products.

We are proud of the confidence that our current clients have placed in us and will be happy to provide professional references!