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Our Services

Life Insurance

The first step in establishing your financial security is to confront the biggest threats to it. Life insurance helps your…

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BOAT INSURANCE

Boat insurance helps you enjoy peace of mind as you navigate your boat or personal watercraft (PWC). So if you…

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AUTO INSURANCE

Understand your auto insurance requirements. Auto insurance isn’t only great protection for your vehicle…

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TRAVEL INSURANCE

Millions of people decide to travel every year for business and for pleasure. Only a small percentage of those people…

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BIKE INSURANCE

Like car insurance, motorcycle insurance protects you from financial liability if you cause an accident…

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BUSINESS INSURANCE

What is Small Business Insurance? Business insurance is a broad category of insurance coverages designed…

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CHOOSING our agency

Over 30 Years of Experience in Financial Services & Business

Our Agency is composed of insurance professionals who offer high quality insurance products and retirement planning services to meet your goals and budget. We'll help you understand every step in the process.

Helping Families and Businesses Like Yours to Achieve Long-term Success.
Our Agency is a life insurance and financial services company dedicated to the financial security during every stage of clients' lives. From mortgage protection to retirement planning, family planning to end of life planning we bring over 30 years of experience to meet your goals your way.

What is umbrella insurance?

You're thinking, "I have auto and homeowners insurance that covers some of these situations." True!

But umbrella insurance insures you above and beyond the limits of those policies and covers some situations not covered by the other types of policies such as defense costs, attorney fees and other charges associated with lawsuits. Contact us to get an umbrella insurance quote today – the rates are less than you think!


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Life Insurance

Life insurance is an essential part of financial planning. One reason most people buy life insurance is to replace income that would be lost with the death of a wage earner. The cash provided by life insurance also can help ensure that your dependents are not burdened with significant debt when you die. Life insurance proceeds could mean your dependents will not have to sell assets to pay outstanding bills or taxes.

Health Insurance

Today, health care costs are high, and getting higher. Who will pay your bills if you have a serious accident or a major illness? You buy health insurance for the same reason you buy other kinds of insurance, to protect yourself financially. With health insurance, you protect yourself and your family in case you need medical care that could be very expensive.

Disability Insurance

Protects your most valuable asset and your ability to earn an income.

Disability insurance pays cash benefits to the policyholder in the event the insured is unable to work due to sickness or injury. That cash benefit ranges from 50% to 70% of income. The insurance company will not pay more than 70% of income because there must be an incentive to return to work.


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Auto Insurance

Auto insurance isn’t only great protection for your vehicle, it’s also the law. All states require some degree of insurance for your vehicle to protect you and other motorists. Coverage requirements will vary based on your financial responsibility for your car and your state’s requirements. Some states even require you to have liability insurance before you even get a license.

Home Insurance

No two homes are alike. A homeowners policy typically covers losses and damages to your personal residence, as well as furnishings and certain other assets within your home. You'll work alongside one of our knowledgeable agents to find the home insurance plan that works for you. We help make the process quick and easy, so you can start protecting your home as soon as possible.


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Financial Planning

The foundation for investing starts with proper financial planning; setting goals, establishing a budget, gathering financial records and knowing your net worth. The financial planning process starts with gathering information. For the financial planner to do his or her job, that person must know your present financial structure, your goals and risk tolerance.

Estate Planning

You spend your entire life creating wealth. The more wealth you create the more unhappy the people you leave behind will be without the proper estate planning. Estate planning allows you to decide while you are alive how your assets will be distributed. It also allows you to protect your heirs from unanticipated devastating expenses ranging from debts to taxes to administrative fees.


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What is Small Business Insurance?

Business insurance is a broad category of insurance coverages designed for businesses. It is also called commercial insurance. Businesses buy insurance to protect themselves against financial losses resulting from lawsuits or physical damage to company-owned property. A business that has no insurance may be unable to continue operating after a loss occurs.

Each coverage in your BOP has a coverage limit. A limit is the maximum amount your insurer will pay for a covered claim. It's also important to note that each coverage in a policy is typically subject to its own limit. And, some coverages may come with a deductible. A deductible is the amount of money you pay out of pocket toward a covered claim.


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30 N Gould St Ste 2338,
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