Insurance Services

While developing a customized financial program, we build catastrophic protection around your plan.  Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


Catastrophic Protection 

Protecting you from the risks that come with living.

  • Life Insurance Plans

  • Health Insurance

  • Medicare Advantage and Supplement Plans

  • Dental & Vision

  • Long Term Care Plans

  • Hospital Indemnity Insurance

  • Disability Income Plans

  • Accident Plans

  • Critical Illness Plans


While you are on your journey to financial independence and creating your wealth it is important to prepare for the challenges that you could face when life doesn't always go the way we plan. It it important to consider and protect yourself and your family through insurance. Despite our best efforts, accidents happen and there's nothing anyone can do about them except insure against them. And, though we can't predict or protect from everything, we can help you come close.
We offer a wide range of insurance options and can walk you through the different types to help you choose the one that best fits your needs:
A life insurance policy is a contract with an insurance company. In exchange for premiums (payments), the insurance company provides a lump-sum payment, known as a death benefit, to beneficiaries in the event of the insured's death.
Typically, life insurance is chosen based on the needs and goals of the owner.
  • Pay for funeral costs
  • Help pay the bills and meet ongoing living expenses
  • Pay off outstanding debt, including credit cards and the mortgage
  • Continue a family business
  • Finance future needs like your children's education
  • Protect a spouse's retirement plans